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Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-14 |
| TX | RA | APPROVED | 2023-09-14 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2021 | Present |
| William Tennent High School | Warminster | PA | 09/2013 | 06/2017 |
| Maplewood Swim Club | Southampton | PA | 06/2014 | 08/2019 |
| Fedex Corporation | Fort Washington | PA | 12/2018 | 12/2020 |
| Millersville University | Millersville | PA | 02/2019 | 05/2019 |
| Millersville University | Millersville | PA | 08/2017 | 05/2021 |
| Vanguard Marketing Corporation | Malvern | PA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-02 |
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