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Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-14 |
| NC | RA | APPROVED | 2026-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah Valley University | Orem | UT | 04/2013 | 11/2019 |
| Orem Recreation Center | Orem | UT | 01/2017 | 04/2021 |
| Mountain America Credit Union | Salt Lake City | UT | 01/2020 | 04/2021 |
| Self-Employed | Waynesville | MO | 08/2021 | 02/2022 |
| Wr Wealth Planners Llc | Columbia | MO | 10/2022 | 01/2025 |
| Unemployed | Eagle Mountain | UT | 05/2021 | 07/2021 |
| Self-Employed | Waynesville | MO | 03/2022 | 10/2022 |
| Newedge Advisors | Columbia | MO | 01/2025 | 01/2026 |
| The Vanguard Group, Inc. | Charlotte | NC | 01/2026 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 01/2026 | Present |
| Starbucks | Orem | UT | 12/2016 | 01/2017 |
| Self-Employed | Columbia | MO | 10/2024 | 01/2026 |
| Self-Employed | Waynesville | MO | 03/2022 | 10/2022 |
| Utah Valley University | Orem | UT | 08/2012 | 04/2020 |
| Wr Wealth Planning | Columbia | MO | 01/2025 | 01/2026 |
| Lpl Financial Llc | Salt Lake City | UT | 01/2020 | 04/2021 |
| Vanguard Advisers, Inc. | Charlotte | NC | 04/2026 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 02/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-07 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-28 |
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