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Zachary Liston Pepper

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7554614

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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
PA RA APPROVED 2023-08-16
NC RA APPROVED 2022-08-29
TX RA APPROVED 2022-08-29
  • PA RA
    APPROVED
    Since 2023-08-16
  • NC RA
    APPROVED
    Since 2022-08-29
  • TX RA
    APPROVED
    Since 2022-08-29

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2022 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 12/2019 → 05/2021
    C.A.R.E Property Services
    Hanover, PA
  • 06/2021 → 08/2021
    Reckitt
    Parsippany, NJ
  • 09/2018 → 12/2020
    Pennsylvania Interscholastic Athletic Association
    Mechanicsburg, PA
  • 06/2018 → 09/2019
    Penn State Berkey Creamery
    University Park, PA
  • 07/2020 → 09/2020
    U.S. Department Of Commerce Of The United States Census
    State College, PA
  • 08/2014 → 06/2018
    State College Area High School
    State College, PA
  • 05/2018 → 05/2022
    Pennsylvania State University
    University Park, PA
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: Rental Property POSITION: Owner START DATE: 10/2022 APPROX. HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Rent room to a roommate

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-26
  • S66 Uniform Combined State Law Examination
    2022-08-26
Other Names
  • Zach Pepper
  • Zachary Pepper

View on SEC IAPD

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