Todd Michael Guilfoyle

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

• 11/2005 → 12/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 11/2005 → 12/2019
  Tiaa
  Charlotte, NC
• 01/2020 → 05/2021
  Crump Life Insurance Services
  Harrisburg, PA
• 02/2020 → 05/2021
  P.J. Robb Variable Corp
  Concord, NC
• 09/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2021 → 09/2021
  Unemployed
  Concord, NC
• 08/2024 → Present
  Self-Employed
  Concord, NC
• 09/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 02/2022 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS (CITY, STATE): CONCORD, NC NATURE OF BUSINESS: DELIVERING FOOD POSITION: CONTRACTED WITH DOORDASH START DATE: 8/2024 APPROX. HOURS/MONTH: 15 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERING FOOD

Exams

• S66 Uniform Combined State Law Examination
  2022-02-11
• S63 Uniform Securities Agent State Law Examination
  2006-10-27

Other Names

• Todd M Guilfoyle
• Todd Guilfoyle