Best Investors Account Sign in

Sigourney Lavere Schreiber

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7368313

Claim This Profile
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
SC RA APPROVED 2025-01-15
NC RA APPROVED 2025-01-09
TX RA APPROVED 2025-01-09
  • SC RA
    APPROVED
    Since 2025-01-15
  • NC RA
    APPROVED
    Since 2025-01-09
  • TX RA
    APPROVED
    Since 2025-01-09

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • 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
The Vanguard Group, Inc. Charlotte NC 04/2021 Present
Triple M Properties,Llc Rock Hill SC 12/2018 04/2021
Palmetto Physical Medicine And Chiropractic Rock Hill SC 12/2017 03/2021
Ymca Rock Hill SC 01/2016 12/2017
Winthrop University Rock Hill SC 08/2017 12/2020
Northwestern High School Rock Hill SC 06/2014 06/2017
York Technical College Rock Hill SC 02/2019 07/2019
Vanguard Marketing Corporation Charlotte NC 04/2021 Present
Vanguard Advisors, Inc. Charlote NC 01/2025 Present
  • 04/2021 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 12/2018 → 04/2021
    Triple M Properties,Llc
    Rock Hill, SC
  • 12/2017 → 03/2021
    Palmetto Physical Medicine And Chiropractic
    Rock Hill, SC
  • 01/2016 → 12/2017
    Ymca
    Rock Hill, SC
  • 08/2017 → 12/2020
    Winthrop University
    Rock Hill, SC
  • 06/2014 → 06/2017
    Northwestern High School
    Rock Hill, SC
  • 02/2019 → 07/2019
    York Technical College
    Rock Hill, SC
  • 04/2021 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 01/2025 → Present
    Vanguard Advisors, Inc.
    Charlote, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-07-12
  • S63 Uniform Securities Agent State Law Examination
    2021-07-12
Designations
  • Certified Financial Planner
Other Names
  • Sigourney Lavere Schreiber
  • Sigourney Schreiber

View on SEC IAPD

More in Charlotte, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor