Trinity Alexis Shorter

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
• 08/2014 → 05/2017
  Billy Mills Middle School
  Lawrence, KS
• 06/2017 → 08/2021
  Lawrence High School
  Lawrence, KS
• 06/2020 → 08/2021
  Culver's
  Lawrence, KS
• 06/2021 → 08/2021
  Sonic Drive-In
  Lawrence, KS
• 08/2021 → 05/2025
  Howard University
  Washington, DC
• 05/2022 → 08/2022
  At&T
  Atlanta, GA
• 05/2023 → 07/2023
  At&T
  Dallas, TX
• 06/2024 → 08/2024
  Johnson & Johnson
  Palm Beach Gardens, FL
• 06/2025 → 08/2025
  Unemployed
  Lawrence, KS
• 09/2025 → 01/2026
  Morgan Hunter Education
  Lawrence, KS
• 09/2025 → 01/2026
  Successful Enterprises
  Lawrence, KS
• 05/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-05-14

Other Names

• Trinity A Shorter
• Trinity Shorter