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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2026-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Charlotte | NC | 02/2026 | Present |
| The Vanguard Group, Inc. | Charlotte | NC | 02/2026 | Present |
| University Of South Florida | Tampa | FL | 08/2023 | 12/2025 |
| Ranstad | Charlotte | NC | 05/2025 | 08/2025 |
| Bella Brava Llc | Land O' Lakes | FL | 08/2024 | 05/2025 |
| City Of Pensacola | Pensacola | FL | 06/2024 | 07/2024 |
| Chick-Fil-A | Tampa | FL | 12/2023 | 05/2024 |
| Chick-Fil-A | Pensacola | FL | 03/2021 | 08/2023 |
| Culver's | Pensacola | FL | 03/2021 | 04/2021 |
| The Fresh Market, Inc. | Pensacola | FL | 07/2024 | 08/2024 |
| Self-Employed | Pensacola | FL | 07/2024 | 08/2024 |
| Self-Employed | Tampa | FL | 10/2025 | 11/2025 |
| Hillsborough Academy Of Math And Science | Tampa | FL | 08/2012 | 05/2017 |
| Centennial Middle School | Boulder | CO | 08/2017 | 05/2019 |
| Mount Si High School | Pensacola | FL | 09/2019 | 06/2021 |
| Unemployed | Boulder | CO | 05/2019 | 09/2019 |
| Vanguard Advisers, Inc. | Charlotte | NC | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-01 |
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