Torrell Shay Priest

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

• 12/2021 → 12/2024
  Self-Employed
  Charlotte, NC
• 08/2022 → 12/2024
  Self-Employed
  Charlotte, NC
• 05/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 10/2020 → 08/2022
  Self-Employed
  Fort Mill, SC
• 08/2022 → 08/2023
  Self-Employed
  Charlotte, SC
• 08/2023 → 12/2024
  Self-Employed
  Fort Mill, SC
• 08/2021 → 12/2024
  Northwestern Mutual Life Insurance Company
  Charlotte, SC
• 06/2015 → 08/2017
  Enterprise
  Aberdeen, NC
• 08/2017 → 08/2020
  Enterprise
  Fayetteville, NC
• 08/2020 → 08/2021
  Enterprise
  Charlotte, NC
• 01/2025 → 04/2025
  Unemployed
  Fort Mill, SC
• 05/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 05/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-06-24

Designations

• Chartered Financial Consultant

Other Names

• Torrell Priest