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Andrew Michael Patrick

Vanguard Advisers, Inc.

Charlotte, NC

CRD 8148894

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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 2025-12-10
TX RA APPROVED 2025-12-10
  • NC RA
    APPROVED
    Since 2025-12-10
  • TX RA
    APPROVED
    Since 2025-12-10

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
Osi Americas, Inc. Charlotte NC 04/2024 05/2025
Unemployed Charlotte NC 05/2025 09/2025
Yougov Charlotte NC 05/2022 04/2024
Tecovas Charlotte NC 02/2022 05/2022
Remesh, Inc. Charlotte NC 04/2021 01/2022
Tom James Charlotte NC 05/2020 04/2021
University Of Alabama Tuscaloosa AL 08/2016 05/2020
University Of Alabama Athletics Tuscaloosa AL 09/2018 12/2018
Vivint Security Tuscaloosa AL 05/2018 09/2018
Vanguard Advisers, Inc. Charlotte NC 12/2025 Present
  • 09/2025 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 09/2025 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 04/2024 → 05/2025
    Osi Americas, Inc.
    Charlotte, NC
  • 05/2025 → 09/2025
    Unemployed
    Charlotte, NC
  • 05/2022 → 04/2024
    Yougov
    Charlotte, NC
  • 02/2022 → 05/2022
    Tecovas
    Charlotte, NC
  • 04/2021 → 01/2022
    Remesh, Inc.
    Charlotte, NC
  • 05/2020 → 04/2021
    Tom James
    Charlotte, NC
  • 08/2016 → 05/2020
    University Of Alabama
    Tuscaloosa, AL
  • 09/2018 → 12/2018
    University Of Alabama Athletics
    Tuscaloosa, AL
  • 05/2018 → 09/2018
    Vivint Security
    Tuscaloosa, AL
  • 12/2025 → Present
    Vanguard Advisers, Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-26
  • S66 Uniform Combined State Law Examination
    2025-11-26
Other Names
  • Andrew Patrick
  • Andrew M Patrick

View on SEC IAPD

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