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Robert Ian Koch

Vanguard Advisers, Inc.

Charlotte, NC

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-08
TX RA APPROVED 2025-08-08
  • NC RA
    APPROVED
    Since 2025-08-08
  • TX RA
    APPROVED
    Since 2025-08-08

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
Signature Consultants Charlotte NC 07/2021 10/2021
Riverview Highschool Sarasota FL 08/2013 06/2017
Florida State University Tallahassee FL 08/2017 05/2021
Captiveyes Tallahassee FL 01/2021 04/2021
Liberty Mutual Lake Mary FL 05/2019 08/2019
Florida State University Tallahassee FL 09/2019 01/2020
Self-Employed Charlotte NC 12/2020 05/2022
Vanguard Marketing Corporation Charlotte NC 01/2022 Present
Vanguard Advisers, Inc. Charlotte NC 08/2025 Present
  • 01/2022 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 07/2021 → 10/2021
    Signature Consultants
    Charlotte, NC
  • 08/2013 → 06/2017
    Riverview Highschool
    Sarasota, FL
  • 08/2017 → 05/2021
    Florida State University
    Tallahassee, FL
  • 01/2021 → 04/2021
    Captiveyes
    Tallahassee, FL
  • 05/2019 → 08/2019
    Liberty Mutual
    Lake Mary, FL
  • 09/2019 → 01/2020
    Florida State University
    Tallahassee, FL
  • 12/2020 → 05/2022
    Self-Employed
    Charlotte, NC
  • 01/2022 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 08/2025 → Present
    Vanguard Advisers, Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-06
S63 Uniform Securities Agent State Law Examination 2022-05-27
  • S66 Uniform Combined State Law Examination
    2025-08-06
  • S63 Uniform Securities Agent State Law Examination
    2022-05-27
Other Names
  • Bobby Ian Koch
  • Robert Koch

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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