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Zachariah Jeremiah Hamilton

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7987821

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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 2025-11-25
TX RA APPROVED 2025-11-25
  • NC RA
    APPROVED
    Since 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-25

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
State Farm Vp Management Corp Davidson NC 09/2024 05/2025
Liberty University Lynchburg VA 08/2019 12/2021
University Of North Carolina At Charlotte Charlotte NC 12/2021 05/2024
Roger O Connell State Farm Davidson NC 04/2024 05/2025
The Vanguard Group, Inc. Charlotte NC 08/2025 Present
U.S. National Whitewater Center Charlotte NC 06/2025 Present
Vanguard Marketing Corporation Charlotte NC 08/2025 Present
North Iredell High School Olin NC 08/2015 08/2019
Vanguard Advisers, Inc. Charlotte NC 11/2025 Present
  • 09/2024 → 05/2025
    State Farm Vp Management Corp
    Davidson, NC
  • 08/2019 → 12/2021
    Liberty University
    Lynchburg, VA
  • 12/2021 → 05/2024
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 04/2024 → 05/2025
    Roger O Connell State Farm
    Davidson, NC
  • 08/2025 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 06/2025 → Present
    U.S. National Whitewater Center
    Charlotte, NC
  • 08/2025 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 08/2015 → 08/2019
    North Iredell High School
    Olin, NC
  • 11/2025 → Present
    Charlotte, NC
Other Businesses

NAME OF BUSINESS: U.S. NATIONAL WHITEWATER CENTER NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: RECREATION AND TRAINING POSITION: COACH START DATE: 06/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TEACH BASIC WHITEWATER MANEUVERS, NAVIGATION AND SAFETY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: HEALTH, ACCIDENT, & SICKNESS INSURANCE POSITION: N/A START DATE: 05/2024 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: LIFE INSURANCE POSITION: N/A START DATE: 05/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-24
S63 Uniform Securities Agent State Law Examination 2025-01-06
  • S66 Uniform Combined State Law Examination
    2025-11-24
  • S63 Uniform Securities Agent State Law Examination
    2025-01-06
Other Names
  • Zachariah J Hamilton
  • Zachariah Hamilton
  • Zach Hamilton
  • Zach J Hamilton
  • Zach Jeremiah Hamilton

View on SEC IAPD

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