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Eric David Edwards

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7441424

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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 2025-05-13
TX RA APPROVED 2025-05-13
  • NC RA
    APPROVED
    Since 2025-05-13
  • TX RA
    APPROVED
    Since 2025-05-13

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 09/2021 Present
Warrior Golf Club China Grove NC 04/2021 09/2021
Self-Employed Salisbury NC 10/2018 01/2021
George Mason University Fairfax VA 08/2014 04/2018
Unemployed Salisbury NC 05/2018 09/2018
  • 09/2021 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 04/2021 → 09/2021
    Warrior Golf Club
    China Grove, NC
  • 10/2018 → 01/2021
    Self-Employed
    Salisbury, NC
  • 08/2014 → 04/2018
    George Mason University
    Fairfax, VA
  • 05/2018 → 09/2018
    Unemployed
    Salisbury, 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 2025-05-09
S63 Uniform Securities Agent State Law Examination 2021-11-01
  • S66 Uniform Combined State Law Examination
    2025-05-09
  • S63 Uniform Securities Agent State Law Examination
    2021-11-01
Other Names
  • Eric Edwards

View on SEC IAPD

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