Michael Murphy Lutz

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

• 08/2018 → 01/2021
  Td Ameritrade
  Huntsville, AL
• 05/2018 → 08/2018
  Unemployed
  Huntsville, AL
• 09/2017 → 05/2018
  Loandepot
  Franklin, TN
• 05/2017 → 09/2017
  Unemployed
  Huntsville, AL
• 01/2015 → 05/2017
  Uah
  Huntsville, AL
• 03/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 04/2021 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 03/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC

Previous Registrations

• 2018-12-12 → 2021-01-11
  Td Ameritrade, Inc.
  Huntsville, AL
• 2018-12-12 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Huntsville, AL

Exams

• S66 Uniform Combined State Law Examination
  2018-12-11

Other Names

• Michael Murphy Lutz
• Michael Lutz