William Daniel Dollar

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

• 06/2022 → Present
  The Vanguard Group, Inc
  Charlotte, NC
• 05/2021 → 05/2022
  House Of Brandstracts, Inc.
  Fletcher, NC
• 11/2020 → 06/2022
  Jacksonkate Trading, Llc
  Asheville, NC
• 08/2018 → 06/2019
  Mcrorie-Williams
  Asheville, NC
• 06/2019 → 02/2020
  Avenue M
  Asheville, NC
• 05/2017 → 08/2017
  Georgia State University
  Atlanta, GA
• 06/2017 → 10/2017
  Greater Good Bbq
  Atlanta, GA
• 06/2017 → 11/2017
  Westrock
  Smyrna, GA
• 06/2016 → 09/2016
  Domino's Pizza
  Atlanta, GA
• 05/2018 → 12/2019
  Asheville-Buncombe Technical College
  Asheville, NC
• 01/2020 → 12/2021
  University Of North Carolina At Asheville
  Asheville, NC
• 06/2012 → 06/2017
  Paideia School
  Atlanta, GA
• 01/2018 → 05/2018
  Unemployed
  Asheville, NC
• 07/2022 → 08/2022
  Self-Employed
  Weaverville, NC
• 06/2022 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 06/2022 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-10-03
• S63 Uniform Securities Agent State Law Examination
  2022-09-09

Other Names

• Will Daniel Dollar
• William Dollar