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Emma Scott Tokay

Vanguard Advisers, Inc.

Charlotte, NC

CRD 6238377

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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
MD RA APPROVED 2023-08-14
NC RA APPROVED 2019-10-01
TX RA APPROVED 2019-10-01
  • MD RA
    APPROVED
    Since 2023-08-14
  • NC RA
    APPROVED
    Since 2019-10-01
  • TX RA
    APPROVED
    Since 2019-10-01

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
The Vanguard Group, Inc. Charlotte NC 08/2013 Present
Black Wrangell Swannanoa NC 12/2022 Present
  • 08/2013 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 12/2022 → Present
    Black Wrangell
    Swannanoa, NC
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BOULEVARD, MALVERN, PA 19355 NAME OF BUSINESS: BLACK WRANGELL INVESTMENT-RELATED ADDRESS: SWANNANOA, NC NATURE OF BUSINESS: REAL ESTATE POSITION: HOST START DATE: 12/2022 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RESPOND TO GUEST INQUIRIES

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-09-25
  • S63 Uniform Securities Agent State Law Examination
    2013-09-25
Designations
  • Certified Financial Planner
Other Names
  • Emma Scott Buresh
  • Emma Buresh
  • Emma Tokay

View on SEC IAPD

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