Shane Michael Laverde

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

• 05/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2021 → 05/2021
  Empower Retirement
  Enfield, CT
• 02/2020 → 12/2020
  Massmutual
  Enfield, CT
• 08/2015 → 12/2019
  University Of South Carolina
  Columbia, SC
• 06/2019 → 08/2019
  Diprato's Delicatessen
  Columbia, SC
• 05/2018 → 10/2018
  Enterprise Rent A Car
  Columbia, SC
• 05/2018 → 05/2018
  Bowlero Corporation
  Columbia, SC
• 05/2017 → 08/2017
  Metropolitan District Commission
  Barkhamsted, CT
• 05/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 04/2024 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-04-19
• S63 Uniform Securities Agent State Law Examination
  2021-08-24

Other Names

• Shane Michael Laverde
• Shane Laverde