Beverly Carroll Rosen

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

• 11/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 04/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 04/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 08/2023 → 04/2025
  Ernst & Young Us, Llp
  Charlotte, NC
• 04/2022 → 04/2023
  Weaver & Tidwell, Llp
  Charlotte, NC
• 08/2020 → 08/2023
  Om Freed, Llc
  Charlotte, NC
• 12/2018 → 06/2020
  Western Governors University
  Charlotte, NC
• 01/2017 → 11/2018
  Scharf Pera & Co., Pllc
  Charlotte, NC
• 06/2015 → 11/2016
  M.D. Andersen, Cpa, Pa
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 05/2025 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: FIDUCIARY NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 05/2025 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: FIDUCIARY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-22

Other Names

• Beverly Carroll Eckard
• Beverly Godwin Carroll
• Beverly C Eckard
• Beverly G Carroll
• Beverly Eckard
• Beverly Rosen