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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-17 |
| PA | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | San Francisco | CA | 01/2010 | 07/2025 |
| The Vanguard Group, Inc. | Alamo | CA | 07/2025 | Present |
| Vanguard Marketing Corporation | Alamo | CA | 07/2025 | Present |
| Vanguard Advisers, Inc. | Alamo | CA | 07/2025 | Present |
NAME OF BUSINESS: WILLIAM JESSUP UNIVERSITY NON-INVESTMENT-RELATED ADDRESS: ROCKLIN, CA NATURE OF BUSINESS: EDUCATION ADVISORY COUNCIL POSITION: ADVISORY BOARD MEMBER START DATE: 02/2014 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ADVISE ON CURRICULUM AND PROGRAM ENHANCEMENTS NAME OF BUSINESS: SEVEN HILLS SCHOOL INVESTMENT-RELATED ADDRESS: WALNUT CREEK, CA NATURE OF BUSINESS: SCHOOL BOARD OF TRUSTEES POSITION: FINANCE COMMITTEE BOARD MEMBER START DATE: 05/2020 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: APPROVING BUDGET, FUNDRAISING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-18 |
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