Best Investors
Account
Sign in
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 | 2025-12-05 |
| TX | RA | APPROVED | 2025-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Troon - The Clubs At St. James | Saint James | NC | 05/2025 | 11/2025 |
| Dunkin' | East Windsor | NJ | 11/2017 | 06/2023 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2023 | 05/2025 |
| Amazon | Robbinsville | NJ | 12/2020 | 01/2021 |
| The Hype Vault | East Windsor | NJ | 12/2017 | 02/2020 |
| Hightstown High School | East Windsor | NJ | 09/2015 | 11/2017 |
| Vanguard Advisers, Inc. | Charlotte | NC | 11/2025 | Present |
| The Vanguard Group, Inc. | Charlotte | NC | 11/2025 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 11/2025 | Present |
| Mercer County Community College | West Windsor | NJ | 08/2021 | 05/2023 |
| Troon - The Clubs At St. James | Saint James | NC | 05/2024 | 08/2024 |
| Troon - The Clubs At St. James | Saint James | NC | 12/2024 | 01/2025 |
| Equitable Advisors Llc | Saint James | NC | 05/2025 | 10/2025 |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: INSURANCE LICENSE POSITION: N/A START DATE: 07/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-05 |
Reach out to this advisor