Best Investors Account Sign in

Michael Weston Dove

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7400116

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
VA RA APPROVED 2023-08-24
NC RA APPROVED 2022-08-23
TX RA APPROVED 2022-08-23
  • VA RA
    APPROVED
    Since 2023-08-24
  • NC RA
    APPROVED
    Since 2022-08-23
  • TX RA
    APPROVED
    Since 2022-08-23

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 06/2022 Present
Virginia Tech Blacksburg VA 08/2018 05/2022
Edward Jones Saint Louis MO 07/2021 11/2021
Self-Employed Norfolk VA 03/2021 06/2021
Self-Employed Norfolk VA 07/2020 07/2020
Self-Employed Blacksburg VA 11/2020 12/2021
Espressoasis Blacksburg VA 08/2019 03/2020
Taste Unlimited Chesapeake VA 05/2019 08/2019
Trinity Church Virginia Beach VA 06/2017 08/2017
Trinity Church Virginia Beach VA 06/2019 07/2019
Norfolk Christian Schools Norfolk VA 08/2014 06/2018
Self-Employed Charlotte NC 02/2025 Present
Vanguard Marketing Corporation Charlotte NC 06/2022 Present
Vanguard Advisers, Inc. Charlotte NC 08/2022 Present
  • 06/2022 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2018 → 05/2022
    Virginia Tech
    Blacksburg, VA
  • 07/2021 → 11/2021
    Edward Jones
    Saint Louis, MO
  • 03/2021 → 06/2021
    Self-Employed
    Norfolk, VA
  • 07/2020 → 07/2020
    Self-Employed
    Norfolk, VA
  • 11/2020 → 12/2021
    Self-Employed
    Blacksburg, VA
  • 08/2019 → 03/2020
    Espressoasis
    Blacksburg, VA
  • 05/2019 → 08/2019
    Taste Unlimited
    Chesapeake, VA
  • 06/2017 → 08/2017
    Trinity Church
    Virginia Beach, VA
  • 06/2019 → 07/2019
    Trinity Church
    Virginia Beach, VA
  • 08/2014 → 06/2018
    Norfolk Christian Schools
    Norfolk, VA
  • 02/2025 → Present
    Self-Employed
    Charlotte, NC
  • 06/2022 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 08/2022 → Present
    Charlotte, NC
Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT- RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: MUSIC POSITION: OWNER START DATE: 02/2025 APPROXIMATE HOURS/MONTH: 25 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAKE AND UPLOAD MUSIC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-22
  • S66 Uniform Combined State Law Examination
    2022-08-22
Other Names
  • Michael Weston Dove
  • Weston Dove
  • Michael Dove

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