Edwin Santiago Guerra

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

• 08/2020 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2020 → 08/2020
  Wells-Fargo
  Charlotte, NC
• 12/2019 → 06/2020
  Bearclaw Events
  Charlotte, NC
• 01/2012 → 11/2019
  Concentrix
  Charlotte, NC
• 01/2008 → Present
  Pancho Villas Mexican Restaurant And Bar
  Salisbury, NC
• 08/2016 → 05/2018
  University Of North Carolina At Charlotte
  Charlotte, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: PANCHO VILLAS MEXICAN RESTAURANT AND BAR NON-INVESTMENT RELATED ADDRESS (City/State): SALISBURY, NC NATURE OF BUSINESS: RESTAURANT POSITION: SERVER START DATE (Month/Year): 01/2008 APPROXIMATE HOURS PER MONTH: 8 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: TAKING AND SERVING CUSTOMERS' FOOD ORDERS AND MANAGING CASH REGISTER

Exams

• S66 Uniform Combined State Law Examination
  2025-03-25
• S63 Uniform Securities Agent State Law Examination
  2020-10-12