Brett Allen Stewart

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 → 04/2023
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2017 → 05/2022
  Weis Markets
  West Lawn, PA
• 05/2021 → 08/2021
  Northwestern Mutual
  Lancaster, PA
• 05/2019 → 01/2020
  Bradley Advisory
  Stevens, PA
• 06/2017 → 07/2017
  Vf Outlet
  West Reading, PA
• 08/2014 → 06/2018
  Wilson High School
  West Lawn, PA
• 08/2018 → 05/2022
  Shippensburg University
  Shippensburg, PA
• 08/2021 → 04/2022
  Northwestern Mutual
  Shippensburg, PA
• 04/2023 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S66 Uniform Combined State Law Examination
  2022-08-23

Other Names

• Brett Stewart