Kelly Patrick Malone

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

• 03/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 04/2024 → 02/2025
  Unemployed
  Golden, CO
• 06/2023 → 04/2024
  Legends West Bank
  Lewellen, NE
• 12/2022 → 06/2023
  Flatirons Bank
  Boulder, CO
• 07/2020 → 12/2022
  Bankers' Bank Of The West
  Denver, CO
• 03/2000 → 02/2020
  Federal Home Loan Bank Of Topeka
  Topeka, KS
• 03/2020 → 06/2020
  Unemployed
  Golden, CO
• 03/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 05/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: CARLYLE INVESTMENT-RELATED ADDRESS: GOLDEN, CO NATURE OF BUSINESS: STRATEGIC CAPITAL PLACEMENT POSITION: MINORITY INTEREST OWNER START DATE: 01/2022 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTOR NAME OF BUSINESS: WAVELAND CAPITAL CORPORATION, LLC INVESTMENT-RELATED ADDRESS: GOLDEN, CO NATURE OF BUSINESS: OIL AND GAS POSITION: MINORITY INTEREST OWNER START DATE: 01/2022 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTOR NAME OF BUSINESS: MEGATEL CAPITAL INVESTMENT INVESTMENT-RELATED ADDRESS: GOLDEN, CO NATURE OF BUSINESS: REAL ESTATE POSITION: MINORITY INTEREST OWNER START DATE: 01/2022 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTOR

Exams

• S66 Uniform Combined State Law Examination
  2025-05-13

Other Names

• Kelly P Malone
• Kelly Malone