Oliver Roddey Bernhardt

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

• 10/2020 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 12/2016 → 01/2022
  Noble Food And Pursuits
  Charlotte, NC
• 08/2015 → 12/2016
  Elon University
  Elon, NC
• 06/2017 → 12/2017
  Central Piedmont Community College
  Charlotte, NC
• 01/2018 → 05/2020
  University Of North Carolina At Charlotte
  Charlotte, NC
• 08/2021 → Present
  Bullish Graphics
  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: Bullish Graphics NON-INVESTMENT RELATED: ADDRESS: Charlotte, NC NATURE OF BUSINESS: Graphics Design POSITION: Owner START DATE: 8/2021 APPROX. HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Design

Exams

• S66 Uniform Combined State Law Examination
  2022-06-10
• S63 Uniform Securities Agent State Law Examination
  2020-11-25

Other Names

• Bo Roddey Bernhardt
• Oliver Roddey Bernhardt
• Oliver Bernhardt