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Antonello Morelli

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7470471

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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 2024-11-27
TX RA APPROVED 2024-11-27
  • NC RA
    APPROVED
    Since 2024-11-27
  • TX RA
    APPROVED
    Since 2024-11-27

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 12/2021 Present
Casey Chiropractic Colchester CT 04/2018 06/2019
Tesla Santa Ana CA 10/2017 02/2018
Green Room Fountain Valley CA 09/2015 08/2017
Three Rivers Community College Norwich CT 08/2019 07/2021
Unemployed Colchester CT 08/2021 11/2021
Vanguard Advisers, Inc. Charlotte NC 11/2024 Present
Vanguard Marketing Corporation Charlotte NC 12/2021 Present
  • 12/2021 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 04/2018 → 06/2019
    Casey Chiropractic
    Colchester, CT
  • 10/2017 → 02/2018
    Tesla
    Santa Ana, CA
  • 09/2015 → 08/2017
    Green Room
    Fountain Valley, CA
  • 08/2019 → 07/2021
    Three Rivers Community College
    Norwich, CT
  • 08/2021 → 11/2021
    Unemployed
    Colchester, CT
  • 11/2024 → Present
    Vanguard Advisers, Inc.
    Charlotte, NC
  • 12/2021 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-26
S63 Uniform Securities Agent State Law Examination 2022-03-21
  • S66 Uniform Combined State Law Examination
    2024-11-26
  • S63 Uniform Securities Agent State Law Examination
    2022-03-21
Other Names
  • Anto Morelli

View on SEC IAPD

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