Garrett Davis

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

• 03/2020 → 07/2020
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 11/2019 → 03/2020
  Rhi General Group
  Charlotte, NC
• 05/2016 → 08/2019
  Event Rentals
  Columbia, SC
• 08/2017 → 08/2019
  Area 51 Fireworks
  Fort Mill, SC
• 08/2015 → 05/2019
  University Of South Carolina
  Columbia, SC
• 01/2021 → 12/2023
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 07/2020 → 10/2020
  American Insurance Marketing Solutions
  Charlotte, NC
• 12/2023 → 05/2024
  Unemployed
  Charlotte, NC
• 05/2024 → 02/2025
  Lpl Financial, Llc
  Charlotte, NC
• 10/2020 → 01/2021
  Unemployed
  Charlotte, NC
• 05/2024 → 02/2025
  Independent Advisor Alliance, Llc
  Charlotte, NC
• 09/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 02/2025 → 09/2025
  Unemployed
  Charlotte, NC
• 10/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2020-06-08 → 2020-07-08
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: LIFE INSURANCE POSITION: N/A START DATE: 09/2020 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: ACCIDENT HEALTH AND SICKNESS INSURANCE POSITION: N/A START DATE: 09/2020 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: MED SUPP/LONG TERM CARE INSURANCE POSITION: N/A START DATE: 09/2020 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2025-10-22
• S63 Uniform Securities Agent State Law Examination
  2020-02-07