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Clayton Taylor Evans

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7483746

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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
SC RA APPROVED 2022-09-27
NC RA APPROVED 2022-07-05
TX RA APPROVED 2022-07-05
  • SC RA
    APPROVED
    Since 2022-09-27
  • NC RA
    APPROVED
    Since 2022-07-05
  • TX RA
    APPROVED
    Since 2022-07-05

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 01/2022 Present
Yap Club Llc Dallas TX 10/2014 04/2021
Unemployed Indian Land NC 06/2021 01/2022
  • 01/2022 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 10/2014 → 04/2021
    Yap Club Llc
    Dallas, TX
  • 06/2021 → 01/2022
    Unemployed
    Indian Land, NC
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-01
  • S66 Uniform Combined State Law Examination
    2022-07-01
Other Names
  • Clay Taylor Evans
  • Clayton Evans

View on SEC IAPD

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