Emily Rose Morgenthaler

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

• 07/2022 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 11/2014 → 04/2017
  Nordstrom
  Burlington, MA
• 05/2017 → 07/2017
  American Eagle Outfitters
  Peabody, MA
• 07/2017 → 04/2018
  Kate Spade New York
  Burlington, MA
• 04/2018 → 03/2019
  Stuart Weitzman
  Charlotte, NC
• 03/2019 → 07/2022
  Sona Dermatology
  Charlotte, NC
• 12/2017 → 04/2023
  Self-Employed
  Charlotte, NC
• 07/2022 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 10/2022 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-10-12

Other Names

• Emily Hale
• Emily Rose Hale
• Emily Morgenthaler