Evan Wesley Crook

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

• 09/2019 → 04/2020
  Klocke Capital Group, Llc
  Palm Beach, FL
• 09/2020 → 09/2023
  Bigfin Capital, Llc
  Cornelius, NC
• 07/2020 → 09/2020
  Unemployed
  Cornelius, NC
• 10/2023 → 09/2025
  Fidelity Investments
  Durham, NC
• 09/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 09/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 08/2016 → 12/2019
  Palm Beach Atlantic University
  West Palm Beach, FL
• 04/2020 → 07/2020
  Unemployed
  West Palm Beach, FL
• 05/2025 → Present
  Self-Employed
  Charlotte, NC

Previous Registrations

• 2025-03-31 → 2025-09-15
  Strategic Advisers Llc
  Durham, NC
  Raleigh, NC
  Boston, MA
• 2024-04-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2023-01-23 → 2023-09-28
  Bigfin Capital, Llc
  Cornelius, NC
• 2020-09-02 → 2022-12-31
  Bigfin Capital, Llc
  Cornelius, NC

Other Businesses

NATURE OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: SPORTS POSITION: GOLFER START DATE: 05/2025 APPROXIMATE HOURS/MONTH: 40 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: GOLF IN QUALIFIERS AND TOURNAMENTS

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-02-03
• S65 Uniform Investment Adviser Law Examination
  2020-07-09

Other Names

• Evan W Crook
• Evan Wesley Crook
• Evan Crook