Keegan Chase Burwell

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
• 06/2021 → 08/2021
  The Pinkston Group
  Falls Church, VA
• 05/2020 → 08/2020
  Robert Half
  Waxhaw, NC
• 06/2019 → 08/2019
  South Main Street Bbq
  Waxhaw, NC
• 08/2018 → 05/2022
  Liberty University
  Lynchburg, VA
• 07/2012 → 05/2018
  Homeschool
  Johnson City, TN
• 07/2022 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 08/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-08-13
• S63 Uniform Securities Agent State Law Examination
  2022-08-23

Other Names

• Keegan Burwell