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Angelo Jamil Patterson

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7430508

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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 2022-01-06
TX RA APPROVED 2022-01-06
  • NC RA
    APPROVED
    Since 2022-01-06
  • TX RA
    APPROVED
    Since 2022-01-06

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 10/2021 Present
State Employees Credit Union Mocksville NC 01/2020 08/2021
Lakeshore Pediatrics Center Denver NC 10/2019 11/2019
Winston-Salem State University Winston-Salem NC 01/2019 12/2020
Urgent Care Of Mountainview Hickory NC 02/2019 09/2019
Foot & Ankle Associates Inc Mooresville NC 04/2018 01/2019
Lowes Hardware Greensboro NC 01/2017 10/2017
Murphy Wainer Orthopedic Greensboro NC 01/2015 05/2018
Toms Foot And Ankle Greensboro NC 09/2017 04/2018
Vanguard Marketing Corporation Charlotte NC 10/2021 Present
Vanguard Advisers, Inc. Charlotte NC 01/2022 Present
  • 10/2021 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2020 → 08/2021
    State Employees Credit Union
    Mocksville, NC
  • 10/2019 → 11/2019
    Lakeshore Pediatrics Center
    Denver, NC
  • 01/2019 → 12/2020
    Winston-Salem State University
    Winston-Salem, NC
  • 02/2019 → 09/2019
    Urgent Care Of Mountainview
    Hickory, NC
  • 04/2018 → 01/2019
    Foot & Ankle Associates Inc
    Mooresville, NC
  • 01/2017 → 10/2017
    Lowes Hardware
    Greensboro, NC
  • 01/2015 → 05/2018
    Murphy Wainer Orthopedic
    Greensboro, NC
  • 09/2017 → 04/2018
    Toms Foot And Ankle
    Greensboro, NC
  • 10/2021 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 01/2022 → Present
    Charlotte, NC
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 2022-01-05
  • S66 Uniform Combined State Law Examination
    2022-01-05
Other Names
  • Angelo Jamil Patterson
  • Jamil Patterson
  • Angelo Patterson

View on SEC IAPD

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