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Morgan Ashleigh Acker

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7306082

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-05-15
TX RA APPROVED 2026-05-13
  • AZ RA
    APPROVED
    Since 2026-05-15
  • TX RA
    APPROVED
    Since 2026-05-13

Branch Locations

14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Total Wine & More Charlotte NC 04/2018 10/2020
Earth Fare Charlotte NC 06/2017 04/2018
Compass Catering (Bb&T Ballpark) Charlotte NC 04/2017 09/2017
Blue Mediterranean Bar & Grill Charlotte NC 02/2016 02/2017
Johnson & Wales University Charlotte NC 09/2014 05/2018
The Vanguard Group, Inc. Scottsdale AZ 10/2020 Present
Vanguard Marketing Corporation Scottsdale AZ 10/2020 Present
Vanguard Advisers, Inc. Scottsdale AZ 05/2026 Present
  • 04/2018 → 10/2020
    Total Wine & More
    Charlotte, NC
  • 06/2017 → 04/2018
    Earth Fare
    Charlotte, NC
  • 04/2017 → 09/2017
    Compass Catering (Bb&T Ballpark)
    Charlotte, NC
  • 02/2016 → 02/2017
    Blue Mediterranean Bar & Grill
    Charlotte, NC
  • 09/2014 → 05/2018
    Johnson & Wales University
    Charlotte, NC
  • 10/2020 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 10/2020 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 05/2026 → Present
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-08
S63 Uniform Securities Agent State Law Examination 2020-11-25
  • S66 Uniform Combined State Law Examination
    2022-07-08
  • S63 Uniform Securities Agent State Law Examination
    2020-11-25
Other Names
  • Morgan Carter
  • Morgan Ashleigh Carter
  • Morgan Acker
  • Morgan A Acker
  • Morgan A Carter

View on SEC IAPD

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