Shanee Adiah Abbott

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

• 05/2018 → 08/2019
  Wells Fargo Bank
  Fort Dix, NJ
• 06/2014 → 05/2018
  Wells Fargo Bank
  Delran, NJ
• 08/2020 → 06/2022
  Mutual Of Omaha
  Marlton, NJ
• 08/2020 → 06/2022
  Mutual Of Omaha Investor Services
  Marlton, NJ
• 09/2019 → 10/2019
  David Lerner Associates
  Lawrenceville, NJ
• 10/2019 → 02/2020
  Unemployed
  Willingboro, NJ
• 02/2020 → 04/2020
  Northwestern Mutual
  Philadelphia, PA
• 04/2020 → 08/2020
  Unemployed
  Willingboro, NJ
• 06/2022 → Present
  The Vanguard Group, Inc.
  Malvern, PA
• 06/2022 → Present
  Vanguard Marketing Corporation
  Malvern, PA

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
  2026-01-12
• S63 Uniform Securities Agent State Law Examination
  2022-08-24

Other Names

• Shanee Abbott
• Shanee A Abbott
• Shanee Adiah Abbott