Gustavo Andrade-Alanis

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

• 08/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 05/2025 → Present
  Vanguard Advisers, Inc,
  Charlotte, NC
• 08/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2020 → 08/2021
  Cvs Health
  Hendersonville, NC
• 08/2019 → 05/2021
  University Of North Carolina At Charlotte
  Charlotte, NC
• 05/2018 → 07/2018
  T&F Insulation
  Laurens, SC
• 07/2017 → 08/2017
  Mcdonald's
  Flat Rock, NC
• 08/2014 → 05/2019
  Henderson County Early College
  Flat Rock, NC
• 01/2015 → 05/2019
  Blue Ridge Community College
  Flat Rock, NC
• 05/2019 → 07/2019
  T&F Insulation
  Laurens, SC

Exams

• S66 Uniform Combined State Law Examination
  2025-05-28
• S63 Uniform Securities Agent State Law Examination
  2021-10-25

Other Names

• Gustavo Andradealanis