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Bryan Michael Welborn

Vanguard Advisers, Inc.

Charlotte, NC

CRD 5101140

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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
NC RA APPROVED 2020-12-02
TX RA APPROVED 2020-12-02
  • NC RA
    APPROVED
    Since 2020-12-02
  • TX RA
    APPROVED
    Since 2020-12-02

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
Tiaa Charlotte NC 10/2007 11/2020
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 10/2007 11/2020
The Vanguard Group, Inc. Charlotte NC 11/2020 Present
Previous Registrations
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-05
  • S66 Uniform Combined State Law Examination
    2012-03-05
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Bryan Michael Welborn
  • Bryan Welborn

View on SEC IAPD

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