Vineeta Agrawal

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2026 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 01/2026 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2017 → 05/2025
  Unemployed
  Concord, NC
• 04/2017 → 05/2017
  Valenta Bpo
  Mumbai
• 10/2016 → 03/2017
  Tata Consultancy Services
  Pune
• 10/2015 → 09/2016
  Icici Center For Financial Learning
  Pune
• 06/2025 → Present
  Self Employed
  Concord, NC

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CONCORD, NC NATURE OF BUSINESS: TUTORING POSITION: MATH TUTOR START DATE: 06/2025 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ONLINE MATH TUTORING NAME OF BUSINESS: ORRISH FINANCE PRIVATE LIMITED INVESTMENT-RELATED ADDRESS: CHHATTISGARH, INDIA NATURE OF BUSINESS: BANKING POSITION: MINORITY INTEREST OWNER START DATE: 09/2019 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTOR

Exams

• S66 Uniform Combined State Law Examination
  2026-04-07

Other Names

• Vineeta Goenka