Wylonda Bell Surles

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2020 → 02/2021
  Western Southern Life
  Concord, NC
• 07/2020 → 02/2021
  W&S Brokerage Services
  Cincinnati, OH
• 10/2018 → 02/2020
  Elizabeth'S Events
  Raleigh, NC
• 10/2016 → 03/2019
  Kiddie Kare Academy
  Raleigh, NC
• 04/2012 → 01/2017
  Ncaahperd Sm
  Raleigh, NC
• 03/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2021 → 02/2025
  Self Employed
  Charlotte, NC
• 02/2021 → 04/2021
  Occidental Life
  Charlotte, NC
• 04/2012 → 01/2017
  On The Border
  Raleigh, NC
• 03/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 01/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-01-03
• S63 Uniform Securities Agent State Law Examination
  2021-05-03

Other Names

• Wylonda Surles