Gary Jennings Phillips

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2022 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 07/2016 → 11/2016
  Kohl's
  Huntersville, NC
• 12/2016 → 03/2020
  Panera Bread
  Charlotte, NC
• 03/2020 → 02/2022
  131 Main
  Cornelius, NC
• 08/2018 → 12/2021
  The University Of North Carolina At Charlotte
  Charlotte, NC
• 08/2015 → 12/2017
  Central Piedmont Community College
  Charlotte, NC
• 07/2023 → 09/2023
  Boss Outlet
  Charlotte, NC
• 03/2022 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 09/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2025-09-16
• S63 Uniform Securities Agent State Law Examination
  2022-05-27

Other Names

• Gary Phillips