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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 | 2026-05-11 |
| TX | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 01/2026 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 01/2026 | Present |
| 4 Ramesia, Llc | Davidson | NC | 12/2024 | Present |
| Self-Employed | Charlotte | NC | 05/2020 | 01/2026 |
| Insight Global | Charotte | NC | 06/2022 | 10/2025 |
| Alpha Epsilon Housing Corporation | Knoxville | TN | 08/2020 | 12/2023 |
| University Of Tennessee Knoxville | Knoxville | TN | 08/2019 | 12/2023 |
| Self-Employed | Knoxville | TN | 08/2021 | 05/2023 |
| College Fresh Inc. | Knoxville | TN | 08/2022 | 12/2022 |
| Oasis Outsourcing Contract Ii, Llc | Cornelius | NC | 06/2021 | 08/2021 |
| Atlantic Coast Orthopedic Medical | Charlotte | NC | 05/2021 | 07/2021 |
| Chipotle Services, Llc | Huntersville | NC | 12/2020 | 01/2021 |
| East West Partners Club Management Company | Cornelius | NC | 05/2020 | 08/2020 |
| Atlantic Coast Orthopedic Medical | Charlotte | NC | 06/2019 | 08/2019 |
| Southlake Christian Academy | Huntersville | NC | 08/2016 | 05/2019 |
| East West Partners Club Management Company | Cornelius | NC | 06/2016 | 08/2018 |
| Vanguard Advisers, Inc. | Charlotte | NC | 05/2026 | Present |
NAME OF BUSINESS: 4 RAMESIA, LLC INVESTMENT-RELATED ADDRESS: DAVIDSON, NC NATURE OF BUSINESS: RENTAL PROPERTY POSITION: OWNER START DATE: 12/2024 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: RENTAL PROPERTIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-11 |
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