Matthew Richard Atkinson

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

• 06/2011 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2011 → 12/2022
  S.L. Nusbaum Realty Co
  Norfolk, VA
• 07/2025 → Present
  Adeline'S Cup Of Tea, Llc
  Raleigh, NC
• 06/2011 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 12/2024 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2013-10-10 → 2020-02-27
  Vanguard Advisers, Inc.
  Charlotte, NC
• 2010-06-08 → 2011-06-08
  Morgan Stanley
  Virginia Beach, VA
  Newport News, VA

Other Businesses

NAME OF BUSINESS: PRIVATE INVESTMENT INVESTMENT-RELATED ADDRESS: TULSA, OK NATURE OF BUSINESS: PRIVATE PLACEMENT POSITION: INVESTOR (MINORITY INTEREST OWNER) START DATE: 10/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED PARTNER NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: TULSA, OK NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 11/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED AGENT, ASSISTS WITH TRANSACTIONS NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: TULSA, OK NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 11/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED AGENT, ASSISTS WITH TRANSACTIONS NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: DAVIDSON, NC NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 11/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE NAME OF BUSINESS: ADELINE'S CUP OF TEA, LLC NON-INVESTMENT-RELATED ADDRESS: RALEIGH, NC NATURE OF BUSINESS: RETAIL/SERVICE POSITION: OWNER START DATE: 06/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER NAME OF BUSINESS: AXIS APARTMENTS KC, LP INVESTMENT-RELATED ADDRESS: TULSA, OK NATURE OF BUSINESS: PRIVATE PLACEMENT POSITION: MINORITY INTEREST OWNER START DATE: 05/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTOR NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: DAVIDSON, NC NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 11/20/2025 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY

Exams

• S66 Uniform Combined State Law Examination
  2010-06-04

Designations

• Certified Financial Planner