Andrew Ritchie Harris

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

• 11/2019 → 05/2023
  Greenway Wealth Advisors, Llc
  Charlotte, NC
• 08/2008 → 10/2019
  Sapere Wealth Management, Llc
  Matthews, NC
• 06/2023 → 05/2025
  Story Financial Planning, Llc
  Charlotte, NC
• 05/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 10/2023 → 06/2025
  Reformed Theological Seminary
  Charlotte, NC
• 05/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 05/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2023-08-17 → 2025-05-23
  Story Financial Planning
  Charlotte, NC
• 2019-11-06 → 2023-06-02
  Greenway Wealth Advisors, Llc
  Charlotte, NC
• 2009-04-08 → 2019-10-24
  Sapere Wealth Management, Llc
  Matthews, NC

Other Businesses

NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 06/2018 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-07-28
• S65 Uniform Investment Adviser Law Examination
  2009-04-07

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Andrew Harris
• Drew Harris
• Andrew R Harris