Talley Patrick Kelsey

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

• 09/2018 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2014 → 05/2018
  Elon University
  Elon, NC
• 08/2016 → 12/2016
  Foundation For International Education
  London
• 11/2016 → 12/2016
  Rockstar Group
  London
• 05/2017 → 08/2017
  Fairlife
  Chicago, IL
• 05/2018 → 07/2018
  Unemployed
  Atlanta, GA
• 07/2018 → 09/2018
  Unemployed
  Charlotte, NC

Other Businesses

Employee of The Vanguard Group, Inc. (parent company of Vanguard Marketing Corporation) 100 Vanguard Blvd., Malvern, PA 19355.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-11-13

Designations

• Certified Financial Planner

Other Names

• Tal Kelsey
• Talley Kelsey