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Nathan Ryan Campbell

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7176214

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-06-08
TX RA APPROVED 2023-06-08
  • NC RA
    APPROVED
    Since 2023-06-08
  • TX RA
    APPROVED
    Since 2023-06-08

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 09/2019 Present
Davidson College Davidson NC 08/2015 05/2019
Holt Ilsan Center Gyeonggi-Do 06/2018 08/2018
Davidson College Center For Career Development Davidson NC 01/2017 05/2019
Ymca Of Greater Charlotte Cornelius NC 06/2017 08/2017
Unemployed Proctorville OH 05/2019 09/2019
Self-Employed Monroe NC 05/2020 Present
Self Employed San Francisco CA 10/2020 Present
Vanguard Marketing Corporation Charlotte NC 09/2019 Present
Vanguard Advisers, Inc. Charlotte NC 06/2023 Present
  • 09/2019 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2015 → 05/2019
    Davidson College
    Davidson, NC
  • 06/2018 → 08/2018
    Holt Ilsan Center
    Gyeonggi-Do
  • 01/2017 → 05/2019
    Davidson College Center For Career Development
    Davidson, NC
  • 06/2017 → 08/2017
    Ymca Of Greater Charlotte
    Cornelius, NC
  • 05/2019 → 09/2019
    Unemployed
    Proctorville, OH
  • 05/2020 → Present
    Self-Employed
    Monroe, NC
  • 10/2020 → Present
    Self Employed
    San Francisco, CA
  • 09/2019 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 06/2023 → Present
    Charlotte, NC
Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: MONROE, NC NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH UBER START DATE: 05/2020 APPROXIMATE HOURS/MONTH: 80 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: SAN FRANCISCO, CA NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH LYFT START DATE: 10/2020 APPROXIMATE HOURS/MONTH: 80 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-30
S63 Uniform Securities Agent State Law Examination 2019-11-11
  • S66 Uniform Combined State Law Examination
    2023-05-30
  • S63 Uniform Securities Agent State Law Examination
    2019-11-11
Other Names
  • Nathan Campbell

View on SEC IAPD

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