Best Investors
Account
Sign in
Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-18 |
| NC | RA | APPROVED | 2025-02-18 |
| TX | RA | APPROVED | 2025-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-31 |
Reach out to this advisor