Stephen William Watson

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

• 03/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2016 → 06/2016
  The Ohio State University - Department Of Athletics
  Columbus, OH
• 07/2016 → 08/2016
  Unemployed
  Columbus, OH
• 05/2017 → 08/2017
  Quicken Loans
  Detroit, MI
• 08/2014 → 05/2018
  The Ohio State University
  Columbus, OH
• 05/2018 → 08/2018
  Texas Instruments
  Dallas, OH
• 08/2018 → 05/2019
  The Ohio State University - Fisher College Of Business
  Columbus, OH
• 05/2019 → 08/2019
  Texas Instruments
  Dallas, TX
• 08/2019 → 05/2020
  The Ohio State University - Fisher College Of Business
  Columbus, OH
• 05/2020 → 08/2020
  Unemployed
  Columbus, OH
• 08/2020 → 11/2020
  Doordash Inc.
  North Canton & Columbus, OH
• 09/2020 → 12/2020
  Share Mobility
  Columbus, OH
• 01/2021 → 03/2021
  Unemployed
  Columbus, OH

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: NON-INVESTMENT/INVESTMENT RELATED: ADDRESS (City/State): NATURE OF BUSINESS: POSITION: START DATE (Month/Year): APPROXIMATE HOURS PER MONTH: NUMBER OF HOURS DURING TRADING HOURS: DUTIES:

Exams

• S66 Uniform Combined State Law Examination
  2024-07-23
• S63 Uniform Securities Agent State Law Examination
  2021-05-24

Other Names

• Stephen Watson