Best Investors Account Sign in

Cole Aaron Eldridge

Vanguard Advisers, Inc.

Charlotte, NC

CRD 8029987

Claim This Profile
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 2026-02-05
TX RA APPROVED 2026-02-05
  • NC RA
    APPROVED
    Since 2026-02-05
  • TX RA
    APPROVED
    Since 2026-02-05

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 09/2025 Present
Vanguard Marketing Corporation Charlotte NC 09/2025 Present
Dicks Sporting Goods Concord NC 10/2024 09/2025
Consolidated Planning Charlotte NC 06/2025 07/2025
Townebank - Duck Branch Duck NC 05/2024 07/2024
The Peninsula Club Cornelius NC 08/2023 10/2023
University Of North Carolina At Charlotte Charlotte NC 08/2022 06/2025
First Flight High School Kill Devil Hills NC 08/2018 08/2022
First Flight Middle School Kill Devil Hills NC 08/2015 08/2018
Vanguard Advisers, Inc. Charlotte NC 02/2026 Present
  • 09/2025 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 09/2025 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 10/2024 → 09/2025
    Dicks Sporting Goods
    Concord, NC
  • 06/2025 → 07/2025
    Consolidated Planning
    Charlotte, NC
  • 05/2024 → 07/2024
    Townebank - Duck Branch
    Duck, NC
  • 08/2023 → 10/2023
    The Peninsula Club
    Cornelius, NC
  • 08/2022 → 06/2025
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 08/2018 → 08/2022
    First Flight High School
    Kill Devil Hills, NC
  • 08/2015 → 08/2018
    First Flight Middle School
    Kill Devil Hills, NC
  • 02/2026 → Present
    Charlotte, NC
Other Businesses

NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: LIFE INSURANCE LICENSE POSITION: N/A START DATE: 05/2025 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: HEALTH INSURANCE LICENSE POSITION: N/A START DATE: 05/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-03
  • S66 Uniform Combined State Law Examination
    2026-02-03
Other Names
  • Cole A Eldridge
  • Cole Eldridge

View on SEC IAPD

More in Charlotte, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor