Marcia Janine Willis

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

• 07/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 10/2017 → 07/2021
  Winthrop University
  Rock Hill, SC
• 12/1998 → 10/2017
  Homemaker
  Fort Mill, SC
• 01/2019 → 05/2021
  Winthrop University
  Rock Hill, SC
• 11/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 11/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: OAK ISLAND, NC NATURE OF BUSINESS: REAL ESTATE POSITION: OWNER START DATE: 06/2023 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY

Exams

• S66 Uniform Combined State Law Examination
  2023-07-12
• S63 Uniform Securities Agent State Law Examination
  2021-10-12

Other Names

• Marcia Janine Johnson
• Marcia Willis