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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-16 |
| NC | RA | APPROVED | 2022-08-29 |
| TX | RA | APPROVED | 2022-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2022 | Present |
| C.A.R.E Property Services | Hanover | PA | 12/2019 | 05/2021 |
| Reckitt | Parsippany | NJ | 06/2021 | 08/2021 |
| Pennsylvania Interscholastic Athletic Association | Mechanicsburg | PA | 09/2018 | 12/2020 |
| Penn State Berkey Creamery | University Park | PA | 06/2018 | 09/2019 |
| U.S. Department Of Commerce Of The United States Census | State College | PA | 07/2020 | 09/2020 |
| State College Area High School | State College | PA | 08/2014 | 06/2018 |
| Pennsylvania State University | University Park | PA | 05/2018 | 05/2022 |
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: Rental Property POSITION: Owner START DATE: 10/2022 APPROX. HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Rent room to a roommate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
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