Best Investors
Account
Sign in
Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rensselaer | NY | 04/2022 | 10/2022 |
| Key Bank | Albany | NY | 12/2020 | 04/2022 |
| Charter Communications | Schenectady | NY | 08/2020 | 12/2020 |
| The Home Depot | Albany | NY | 05/2020 | 08/2020 |
| Saks 5Th Avenue | Manhattan | NY | 10/2019 | 01/2020 |
| Lowes Home Improvement | Albany | NY | 11/2017 | 05/2018 |
| Business Relocation Services | Secaucus | NJ | 03/2015 | 09/2019 |
| Fidelity Investments | Albany | NY | 12/2022 | 09/2024 |
| Fidelity Investments | Charlotte | NC | 09/2024 | 04/2025 |
| The Vanguard Group, Inc. | Charlotte | NC | 05/2025 | Present |
| State University Of New York At Albany | Albany | NY | 08/2015 | 05/2019 |
| The Home Depot | Albany | NY | 12/2018 | 05/2019 |
| The Home Depot | Bronx | NY | 05/2019 | 05/2020 |
| Vanguard Marketing Corporation | Charlotte | NC | 05/2025 | Present |
| Vanguard Advisers | Charlotte | NC | 05/2025 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-19 |
Reach out to this advisor