Ethan Stonebraker Willis

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

• 06/2022 → 07/2024
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2021 → 05/2023
  Charleston Southern University
  Scottsdale, AZ
• 05/2021 → 08/2021
  Kiawah Island Club
  Johns Island, SC
• 08/2018 → 05/2021
  Queens University Of Charlotte
  Charlotte, NC
• 06/2020 → 08/2020
  Southland Landscaping Company
  North Charleston, SC
• 05/2019 → 08/2019
  Kiawah Island Club
  Johns Island, SC
• 05/2018 → 08/2018
  Scott's World Of Golf
  Mount Pleasant, SC
• 02/2018 → 05/2018
  Construction Professional Incorporated
  Charleston, SC
• 01/2018 → 05/2018
  Trident Technical College
  Charleston, SC
• 08/2017 → 12/2017
  High Point University
  High Point, NC
• 05/2017 → 06/2017
  Longhorn Steakhouse
  Mount Pleasant, SC
• 08/2013 → 05/2017
  Palmetto Christian Academy
  Mount Pleasant, SC
• 12/2022 → 08/2023
  Self-Employed
  Scottsdale, AZ
• 07/2023 → 08/2023
  Self-Employed
  Scottsdale, AZ
• 07/2024 → 07/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
• 07/2024 → 07/2025
  Bank Of America, Na
  Mount Pleasant, SC
• 07/2025 → 01/2026
  Edward Jones
  Mount Pleasant, SC
• 01/2026 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2026 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 01/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 01/2025 → 02/2026
  Palmetto Christian Academy
  Mount Pleasant, SC
• 03/2019 → 05/2022
  Self-Employed
  Johns Island, SC

Previous Registrations

• 2025-07-18 → 2026-01-16
  Edward Jones
  Mount Pleasant, SC
• 2024-08-26 → 2025-07-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
• 2024-06-26 → 2024-07-31
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: HUNTERSVILLE, NC NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 08/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2024-06-11
• S63 Uniform Securities Agent State Law Examination
  2022-08-01

Other Names

• Ethan S Willis
• Ethan Willis