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Sydney Jo Clawson

Vanguard Advisers, Inc.

Charlotte, NC

CRD 8102439

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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 2025-10-06
TX RA APPROVED 2025-10-06
  • NC RA
    APPROVED
    Since 2025-10-06
  • TX RA
    APPROVED
    Since 2025-10-06

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 07/2025 Present
Ladue Middle School St. Louis MO 08/2014 05/2017
Ladue Horton Watkins High School St. Louis MO 08/2017 05/2021
Kids' Camp Ladue St. Louis MO 06/2019 07/2019
Kids' Camp Ladue St. Louis MO 06/2020 07/2020
Kid's Camp Ladue St. Louis MO 06/2021 07/2021
The University Of Alabama Tuscaloosa AL 08/2021 05/2025
Kids' Camp Ladue St. Louis MO 06/2022 07/2022
Kids' Camp Ladue St. Louis MO 06/2023 07/2023
American Eagle Outfitters, Inc. St. Louis MO 05/2024 08/2024
The University Of Alabama Tuscaloosa AL 01/2025 04/2025
Vanguard Marketing Corporation Charlotte NC 07/2025 Present
Vanguard Advisers Charlotte NC 10/2025 Present
  • 07/2025 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2014 → 05/2017
    Ladue Middle School
    St. Louis, MO
  • 08/2017 → 05/2021
    Ladue Horton Watkins High School
    St. Louis, MO
  • 06/2019 → 07/2019
    Kids' Camp Ladue
    St. Louis, MO
  • 06/2020 → 07/2020
    Kids' Camp Ladue
    St. Louis, MO
  • 06/2021 → 07/2021
    Kid's Camp Ladue
    St. Louis, MO
  • 08/2021 → 05/2025
    The University Of Alabama
    Tuscaloosa, AL
  • 06/2022 → 07/2022
    Kids' Camp Ladue
    St. Louis, MO
  • 06/2023 → 07/2023
    Kids' Camp Ladue
    St. Louis, MO
  • 05/2024 → 08/2024
    American Eagle Outfitters, Inc.
    St. Louis, MO
  • 01/2025 → 04/2025
    The University Of Alabama
    Tuscaloosa, AL
  • 07/2025 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 10/2025 → Present
    Vanguard Advisers
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-03
  • S66 Uniform Combined State Law Examination
    2025-10-03
Other Names
  • Sydney J Clawson
  • Sydney Clawson

View on SEC IAPD

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