William Cooper Lewis

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

• 03/2020 → 10/2021
  Edward Jones
  Mint Hill, NC
• 08/2015 → 05/2019
  University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 05/2017 → 09/2017
  Andrew Roby Construction
  Charlotte, NC
• 12/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 10/2021 → 12/2021
  Unemployed
  Charlotte, NC
• 06/2019 → 03/2020
  Edward Jones
  Indian Trail, NC

Previous Registrations

• 2019-08-20 → 2021-09-30
  Edward Jones
  Chapel Hill, NC
  St Louis, MO
  Charlotte, NC
  Indian Trail, NC
  Mint Hill, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE LICENSES INVESTMENT RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: LIFE, ACCIDENT/HEALTH, LONG TERM CARE, VARIABLE LIFE/ANNUITY POSITION: INSURANCE AGENT START DATE: 09/2019 APPROXIMATE HOURS PER MONTH: 1 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: MAINTAIN ONLY

Exams

• S66 Uniform Combined State Law Examination
  2019-08-17

Other Names

• William Cooper Lewis
• William Cooper Lewis
• William Lewis