Eli Grayson Beisser

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

• 06/2023 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 03/2023 → 06/2023
  Strategic Wealth Capital
  Blacksburg, VA
• 06/2022 → 08/2022
  The Vanguard Group, Inc.
  Blacksburg, VA
• 08/2019 → 05/2023
  Virginia Polytechnic Institute And State University
  Blacksburg, VA
• 06/2018 → 08/2018
  Financial Designs
  Forest, VA
• 06/2019 → 08/2019
  Financial Designs
  Bedford, VA
• 06/2020 → 08/2020
  Financial Designs
  Bedford, VA
• 06/2021 → 08/2021
  Financial Designs
  Bedford, VA
• 08/2020 → 05/2021
  Financial Designs
  Blacksburg, VA
• 08/2021 → 12/2021
  Financial Designs
  Blacksburg, VA
• 08/2014 → 05/2019
  Timberlake Christian School
  Forest, VA
• 01/2023 → 05/2023
  Virginia Polytechnic Institute And State University
  Blacksburg, VA

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
  2023-08-18

Other Names

• Eli Grayson Beisser
• Eli Beisser