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Alexandria Chantel Page

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7519706

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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 2025-06-02
TX RA APPROVED_RES 2025-06-02
  • NC RA
    APPROVED
    Since 2025-06-02
  • TX RA
    APPROVED_RES
    Since 2025-06-02

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group Inc. Charlotte NC 03/2022 Present
Geico Woodbury NY 08/2016 07/2018
Geico Virginia Beach VA 07/2018 07/2021
Liberty Mutual Charlotte NC 08/2021 12/2021
Unemployed Charlotte NC 12/2021 03/2022
Self-Employed Charlotte NC 10/2022 Present
  • 03/2022 → Present
    The Vanguard Group Inc.
    Charlotte, NC
  • 08/2016 → 07/2018
    Geico
    Woodbury, NY
  • 07/2018 → 07/2021
    Geico
    Virginia Beach, VA
  • 08/2021 → 12/2021
    Liberty Mutual
    Charlotte, NC
  • 12/2021 → 03/2022
    Unemployed
    Charlotte, NC
  • 10/2022 → Present
    Self-Employed
    Charlotte, NC
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355. NAME OF BUSINESS: Self-Employed NON-INVESTMENT RELATED ADDRESS (City/State): Charlotte, NC NATURE OF BUSINESS: Contract Driver POSITION: Contract Driver for Amazon Flex START DATE: 10/2022 APPROX. HOURS PER MONTH: 24 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Deliver packages

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-30
S63 Uniform Securities Agent State Law Examination 2022-07-21
  • S66 Uniform Combined State Law Examination
    2025-05-30
  • S63 Uniform Securities Agent State Law Examination
    2022-07-21
Other Names
  • Alex Page
  • Alexandria Page

View on SEC IAPD

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