Taylor Alexander Lassiter

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

• 05/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 02/2019 → 02/2020
  Edward Jones
  Summerville, SC
• 11/2018 → 01/2019
  Hudson Nissan Of Charleston
  Charleston, SC
• 08/2016 → 11/2018
  Williamson Law Office, Pa
  Summerville, SC
• 10/2017 → 01/2018
  Target
  Charleston, SC
• 10/2021 → 12/2022
  Jpmorgan Chase Bank
  Huntersville, NC
• 10/2021 → 12/2022
  Jpmorgan Securities Llc
  Huntersville, NC
• 02/2020 → 08/2020
  Unemployed
  Johns Island, SC
• 12/2022 → 05/2025
  Merrill Lynch, Pierce, Fenner, & Smith Inc.
  Charlotte, NC
• 04/2023 → 05/2025
  Bank Of America, N.A.
  Charlotte, NC
• 05/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2020 → 10/2021
  Jpmorgan Chase Bank
  Mount Pleasant, SC
• 08/2020 → 10/2021
  Jpmorgan Securities Llc
  Mount Pleasant, SC

Previous Registrations

• 2023-02-16 → 2025-06-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Charlotte, NC
• 2020-09-29 → 2022-12-21
  J.P. Morgan Securities Llc
  Mount Pleasant, SC
  Charlotte, NC
  Charleston, SC
  Mount Pleasant, SC
  Huntersville, NC
• 2019-04-09 → 2020-02-28
  Edward Jones
  Charleston, SC
  St Louis, MO
  Johns Island, SC
  Summerville, SC

Exams

• S66 Uniform Combined State Law Examination
  2019-04-06

Other Names

• Taylor Lassiter
• Taylor A Lassiter