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Joseph Matthew Zarsky

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7497914

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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 02/2022 Present
Vxi Lubbock TX 01/2022 01/2022
Census Bureau Lubbock TX 08/2020 11/2020
Texas Tech Lubbock TX 01/2020 12/2021
Wells Fargo Lubbock TX 11/2019 12/2019
Chase Bank San Antonio TX 09/2016 09/2019
Self-Employed Lubbock TX 09/2019 08/2020
Vanguard Marketing Corporation Charlotte NC 02/2022 Present
Vanguard Advisers, Inc. Charlotte NC 02/2022 Present
  • 02/2022 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2022 → 01/2022
    Vxi
    Lubbock, TX
  • 08/2020 → 11/2020
    Census Bureau
    Lubbock, TX
  • 01/2020 → 12/2021
    Texas Tech
    Lubbock, TX
  • 11/2019 → 12/2019
    Wells Fargo
    Lubbock, TX
  • 09/2016 → 09/2019
    Chase Bank
    San Antonio, TX
  • 09/2019 → 08/2020
    Self-Employed
    Lubbock, TX
  • 02/2022 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 02/2022 → Present
    Vanguard Advisers, Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-26
S63 Uniform Securities Agent State Law Examination 2022-04-08
  • S66 Uniform Combined State Law Examination
    2024-11-26
  • S63 Uniform Securities Agent State Law Examination
    2022-04-08
Other Names
  • Joey Zarsky
  • Joseph Zarsky

View on SEC IAPD

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