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Shari Beth Morelli

Vanguard Advisers, Inc.

Malvern, PA

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-07-12
TX RA APPROVED 2022-07-12
  • PA RA
    APPROVED
    Since 2022-07-12
  • TX RA
    APPROVED
    Since 2022-07-12

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • 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. Malvern PA 05/2022 Present
Randstad Wynnewood PA 01/2022 04/2022
Unemployed Wynnewood PA 06/2021 01/2022
Mainline Tutoring Collaborative Wynnewood PA 09/2020 06/2021
Mainline Reform Temple Wynnewood PA 08/2019 06/2020
Backtalk Designs Wynnewood PA 09/2018 06/2019
Lower Merion School District Gladwyne PA 09/2018 06/2020
Unemployed Wynnewood PA 04/2012 09/2018
Vanguard Marketing Corporation Malvern PA 05/2022 Present
  • 05/2022 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 01/2022 → 04/2022
    Randstad
    Wynnewood, PA
  • 06/2021 → 01/2022
    Unemployed
    Wynnewood, PA
  • 09/2020 → 06/2021
    Mainline Tutoring Collaborative
    Wynnewood, PA
  • 08/2019 → 06/2020
    Mainline Reform Temple
    Wynnewood, PA
  • 09/2018 → 06/2019
    Backtalk Designs
    Wynnewood, PA
  • 09/2018 → 06/2020
    Lower Merion School District
    Gladwyne, PA
  • 04/2012 → 09/2018
    Unemployed
    Wynnewood, PA
  • 05/2022 → Present
    Vanguard Marketing Corporation
    Malvern, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-11
  • S66 Uniform Combined State Law Examination
    2022-07-11
Other Names
  • Shari Beth Levey
  • Shari Beth Bressler
  • Shari Morelli

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Paoli, PA
MVO PRIVATE WEALTH, LLC · MALVERN, PA
LPL FINANCIAL LLC · Malvern, PA
TRAYNOR CAPITAL MANAGEMENT · MALVERN, PA
NORTHEAST ADVISERS, INC. · PAOLI, PA
HARVEST FINANCIAL PARTNERS · PAOLI, PA

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