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Kaila Anderson

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7000966

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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
SC RA APPROVED 2025-03-18
NC RA APPROVED 2025-02-18
TX RA APPROVED 2025-02-18
  • SC RA
    APPROVED
    Since 2025-03-18
  • NC RA
    APPROVED
    Since 2025-02-18
  • TX RA
    APPROVED
    Since 2025-02-18

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
Publix Supermarkets Athens GA 08/2017 08/2018
Ramsey Student Center Athens GA 07/2014 04/2018
Franklin College Of Arts And Sciences Athens GA 05/2018 08/2018
University Of Georgia Athens GA 08/2014 05/2018
The Vanguard Group, Inc. Malvern PA 09/2018 Present
Old Navy Charlotte NC 06/2023 Present
  • 08/2017 → 08/2018
    Publix Supermarkets
    Athens, GA
  • 07/2014 → 04/2018
    Ramsey Student Center
    Athens, GA
  • 05/2018 → 08/2018
    Franklin College Of Arts And Sciences
    Athens, GA
  • 08/2014 → 05/2018
    University Of Georgia
    Athens, GA
  • 09/2018 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 06/2023 → Present
    Old Navy
    Charlotte, NC
Previous Registrations
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: Old Navy NON-INVESTMENT RELATED ADDRESS (city/state): Charlotte, NC NATURE OF BUSINESS: Retail POSITION: Sales Associate START DATE: 06/2023 APPROX. HOURS/MONTH: 60 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Cash register, restocking, cleaning

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-08
S63 Uniform Securities Agent State Law Examination 2018-10-31
  • S66 Uniform Combined State Law Examination
    2020-12-08
  • S63 Uniform Securities Agent State Law Examination
    2018-10-31

View on SEC IAPD

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