Michelle Elise Boyer

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

• 02/2015 → 10/2018
  Usaa Financial Advisors, Inc
  Phoenix, AZ
• 02/2015 → 10/2018
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 10/2018
  Usaa Investment Management Company
  San Antonio, TX
• 10/2018 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2000 → 11/2024
  Self Employed
  Charlotte, NC

Previous Registrations

• 2018-01-08 → 2018-10-12
  Usaa Investment Services Company
  San Antonio, TX
• 2015-04-24 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
• 2014-10-21 → 2015-02-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: Executor INVESTMENT RELATED ADDRESS (City/State): Charlotte, NC NATURE OF BUSINESS: Fiduciary POSITION: Executor of Siblings Estate START DATE: 04/2022 APPROX. HOURS PER MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Sell assets and disperse per terms of the Will NAME OF BUSINESS: RENTAL PROPERTY (1) INVESTMENT RELATED ADDRESS: INDIANA, PA NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 09/2014 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER NAME OF BUSINESS: RENTAL PROPERTY (2) INVESTMENT RELATED ADDRESS: HUMMELSTOWN, PA NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 01/2014 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER NAME OF BUSINESS: RENTAL PROPERTY (3) INVESTMENT RELATED ADDRESS: HERSHEY, PA NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 07/2018 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER NAME OF BUSINESS: RENTAL PROPERTY (4) INVESTMENT RELATED ADDRESS: MECHANICSBURG, PA NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 03/2021 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER NAME OF BUSINESS: RENTAL PROPERTY (5) INVESTMENT RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 10/2017 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER NAME OF BUSINESS: MAIN STREET RENTAL, LLC. INVESTMENT-RELATED ADDRESS: HUMMELSTOWN, PA NATURE OF BUSINESS: RENTAL PROPERTY POSITION: LANDLORD/OWNER START DATE: 01/2014 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 NAME OF BUSINESS: FORESIGHT FINANCIAL SERVICES, INC. NON-INVESTMENT RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: TAX PREPARATION POSITION: OWNER START DATE: 11/2024 APPROX. HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PREPARE TAX RETURNS

Exams

• S66 Uniform Combined State Law Examination
  2014-10-20
• S63 Uniform Securities Agent State Law Examination
  2013-10-22

Designations

• Certified Financial Planner

Other Names

• Michelle E Miller
• Michelle E Boyer-Miller
• Michelle E Oliva
• Michelle Boyer
• Michelle E Oliva
• Michelle E Miller
• Michelle Elise Boyer
• Michelle E Boyer