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Patrick James O'COnnor Hogan

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7414700

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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
NC RA APPROVED 2025-08-27
TX RA APPROVED 2025-08-27
  • NC RA
    APPROVED
    Since 2025-08-27
  • TX RA
    APPROVED
    Since 2025-08-27

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 07/2021 Present
Dopkins & Company Buffalo NY 09/2017 07/2021
Tip Top Delivery Cheektowaga NY 05/2017 09/2017
St. Bonaventure University St. Bonaventure NY 08/2012 05/2017
St. Bonaventure University St. Bonaventure NY 09/2016 05/2017
Dilworth Neighborhood Grille Charlotte NC 08/2021 09/2021
  • 07/2021 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 09/2017 → 07/2021
    Dopkins & Company
    Buffalo, NY
  • 05/2017 → 09/2017
    Tip Top Delivery
    Cheektowaga, NY
  • 08/2012 → 05/2017
    St. Bonaventure University
    St. Bonaventure, NY
  • 09/2016 → 05/2017
    St. Bonaventure University
    St. Bonaventure, NY
  • 08/2021 → 09/2021
    Dilworth Neighborhood Grille
    Charlotte, NC
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-29
  • S66 Uniform Combined State Law Examination
    2021-09-29
Other Names
  • Patrick Hogan

View on SEC IAPD

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