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Walter Davis Orebaugh

Vanguard Advisers, Inc.

Charlotte, NC

CRD 6997452

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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 2025-07-18
TX RA APPROVED 2025-07-18
  • NC RA
    APPROVED
    Since 2025-07-18
  • TX RA
    APPROVED
    Since 2025-07-18

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 08/2018 Present
University Of South Carolina Columbia SC 08/2014 05/2018
The Masters At Augusta National Golf Club Augusta GA 04/2017 04/2017
The Masters At Augusta National Golf Club Augusta GA 04/2018 04/2018
Vanguard Marketing Corporation Charlotte NC 08/2018 Present
Vanguard Advisers, Inc. Charlotte NC 07/2025 Present
  • 08/2018 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2014 → 05/2018
    University Of South Carolina
    Columbia, SC
  • 04/2017 → 04/2017
    The Masters At Augusta National Golf Club
    Augusta, GA
  • 04/2018 → 04/2018
    The Masters At Augusta National Golf Club
    Augusta, GA
  • 08/2018 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 07/2025 → Present
    Charlotte, NC
Previous Registrations
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 2019-09-13
S63 Uniform Securities Agent State Law Examination 2018-10-05
  • S66 Uniform Combined State Law Examination
    2019-09-13
  • S63 Uniform Securities Agent State Law Examination
    2018-10-05
Other Names
  • Walt Davis Orebaugh
  • Walter Davis Orebaugh
  • Walter Orebaugh

View on SEC IAPD

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