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Connor John Phelan

Vanguard Advisers, Inc.

Malvern, PA

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-04
TX RA APPROVED 2026-03-04
  • PA RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED
    Since 2026-03-04

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • 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. Malvern PA 11/2025 Present
Vanguard Marketing Corporation Malvern PA 11/2025 Present
Heffler Claims Group Philadelphia PA 01/2015 06/2018
Dll Group Wayne PA 06/2018 04/2022
Go2 Tech Springfield PA 04/2022 11/2022
Amtrak Wilmington DE 01/2023 11/2025
Iron Hill Brewery Media PA 05/2025 09/2025
Self-Employed Springfield PA 09/2024 11/2025
Self-Employed Springfield PA 09/2024 11/2025
Vanguard Advisers, Inc. Malvern PA 03/2026 Present
  • 11/2025 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 11/2025 → Present
    Vanguard Marketing Corporation
    Malvern, PA
  • 01/2015 → 06/2018
    Heffler Claims Group
    Philadelphia, PA
  • 06/2018 → 04/2022
    Dll Group
    Wayne, PA
  • 04/2022 → 11/2022
    Go2 Tech
    Springfield, PA
  • 01/2023 → 11/2025
    Amtrak
    Wilmington, DE
  • 05/2025 → 09/2025
    Iron Hill Brewery
    Media, PA
  • 09/2024 → 11/2025
    Self-Employed
    Springfield, PA
  • 09/2024 → 11/2025
    Self-Employed
    Springfield, PA
  • 03/2026 → Present
    Vanguard Advisers, Inc.
    Malvern, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
  • S66 Uniform Combined State Law Examination
    2026-03-02
Other Names
  • Connor Phelan
  • Connor J Phelan

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Paoli, PA
MVO PRIVATE WEALTH, LLC · MALVERN, PA
LPL FINANCIAL LLC · Malvern, PA
TRAYNOR CAPITAL MANAGEMENT · MALVERN, PA
NORTHEAST ADVISERS, INC. · PAOLI, PA
HARVEST FINANCIAL PARTNERS · PAOLI, PA

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