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Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Plano | TX | 12/2021 | Present |
| Chick-Fil-A | Lakewood | CO | 12/2017 | 09/2021 |
| Geico | Centennial | CO | 09/2016 | 11/2017 |
| Real Property Management | Denver | CO | 01/2016 | 09/2016 |
| Colorado Christian University | Lakewood | CO | 08/2014 | 05/2017 |
| Vanguard Marketing Corporation | Plano | TX | 12/2021 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-09 |
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