William Kerry Morgan

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

• 01/2019 → 02/2020
  Edward Jones
  St Louis, MO
• 09/2018 → 01/2019
  Supersod
  Pineville, NC
• 05/2016 → 01/2018
  Red Circle Inc.
  Clemson, SC
• 09/2013 → 12/2017
  Clemson University
  Clemson, SC
• 02/2017 → 06/2017
  Universidad Blas Pascal
  Cordoba
• 01/2018 → 09/2018
  Unemployed
  Camden, SC
• 04/2010 → 12/2017
  Student
  Greenville, SC
• 01/2019 → 02/2020
  Edward Jones
  Greenville, SC
• 04/2020 → 01/2021
  Trunorth Advisors
  Greenville, SC
• 04/2020 → 01/2021
  Resolute Capital, Llc
  Seneca, SC
• 02/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Previous Registrations

• 2020-04-10 → 2021-02-09
  Trunorth Advisors
  Greenville, SC
• 2019-03-19 → 2020-04-02
  Edward Jones
  Camden, SC
  St Louis, MO
  Tempe, AZ
  Greenville, SC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S66 Uniform Combined State Law Examination
  2019-03-15

Other Names

• William Kerry Morgan
• William K Morgan
• Will Morgan
• Will Kerry Morgan
• William Morgan