Aaron Charles Kerr

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

• 06/2021 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2020 → 05/2021
  David Kerr Cpa
  Saint Helena, CA
• 05/2020 → 07/2020
  Vivint
  Montgomery, AL
• 07/2019 → 08/2020
  Titus Vineyards
  Saint Helena, CA
• 06/2018 → 08/2018
  Calistoga Spa Hot Springs
  Calistoga, CA
• 11/2016 → 12/2017
  Oak Avenue Catering
  Saint Helena, CA
• 05/2017 → 07/2017
  The Q Restaurant And Bar
  Napa, CA
• 08/2016 → 12/2020
  University Of Arizona
  Tucson, AZ
• 04/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 06/2021 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-03-28
• S63 Uniform Securities Agent State Law Examination
  2021-10-26

Other Names

• Aaron Kerr