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Christian Daniel Lenahan

Vanguard Advisers, Inc.

Charlotte, NC

CRD 5065483

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-05-13
NC RA APPROVED 2026-05-13
TX RA APPROVED 2026-05-13
  • LA RA
    APPROVED
    Since 2026-05-13
  • NC RA
    APPROVED
    Since 2026-05-13
  • TX RA
    APPROVED
    Since 2026-05-13

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • 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
Longbow Securities Independence OH 11/2005 08/2017
Jpmorgan Chase Bank Na New Orleans LA 09/2017 10/2020
Jpmorgan Securities, Llc New Orleans LA 09/2017 10/2020
Waypoint Direct Investments, Llc Madisonville LA 04/2021 12/2021
Empower Retirement, Llc Madisonville LA 08/2023 02/2024
Self-Employed Madisonville LA 02/2026 04/2026
Vanguard Marketing Corporation Charlotte NC 04/2026 Present
The Vanguard Group, Inc. Charlotte NC 04/2026 Present
Ncino Inc. Madisonville LA 02/2024 08/2025
Unemployed Madisonville LA 08/2025 02/2026
Unemployed Madisonville LA 10/2020 04/2021
Unemployed Madisonville LA 12/2021 07/2023
Vanguard Advisers, Inc. Charlotte NC 05/2026 Present
  • 11/2005 → 08/2017
    Longbow Securities
    Independence, OH
  • 09/2017 → 10/2020
    Jpmorgan Chase Bank Na
    New Orleans, LA
  • 09/2017 → 10/2020
    Jpmorgan Securities, Llc
    New Orleans, LA
  • 04/2021 → 12/2021
    Waypoint Direct Investments, Llc
    Madisonville, LA
  • 08/2023 → 02/2024
    Empower Retirement, Llc
    Madisonville, LA
  • 02/2026 → 04/2026
    Self-Employed
    Madisonville, LA
  • 04/2026 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 04/2026 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 02/2024 → 08/2025
    Ncino Inc.
    Madisonville, LA
  • 08/2025 → 02/2026
    Unemployed
    Madisonville, LA
  • 10/2020 → 04/2021
    Unemployed
    Madisonville, LA
  • 12/2021 → 07/2023
    Unemployed
    Madisonville, LA
  • 05/2026 → Present
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-12
S63 Uniform Securities Agent State Law Examination 2005-12-30
  • S66 Uniform Combined State Law Examination
    2026-05-12
  • S63 Uniform Securities Agent State Law Examination
    2005-12-30
Other Names
  • Christian Lenahan
  • Christian D Lenahan

View on SEC IAPD

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