William Patrick Kane

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

• 02/2019 → 05/2019
  Tucson Country Club
  Tucson, AZ
• 08/2017 → 01/2019
  University Of Arizona Alpha Phi
  Tucson, AZ
• 08/2015 → 05/2019
  University Of Arizona
  Tucson, AZ
• 01/2017 → 05/2017
  Sigma Kappa
  Tucson, AZ
• 05/2018 → 08/2018
  Ccs Information Systems
  Scottsdale, AZ
• 08/2019 → 01/2021
  Equitable Advisors, Llc
  Scottsdale, AZ
• 02/2021 → 06/2022
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 07/2022 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ

Previous Registrations

• 2022-03-05 → 2022-07-18
  Charles Schwab & Co., Inc.
  Phoenix, AZ

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
  2022-03-05
• S63 Uniform Securities Agent State Law Examination
  2019-11-07

Other Names

• Billy Kane
• William Kane
• William P Kane
• William Patrick Kane