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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-20 |
| NC | RA | APPROVED | 2025-09-08 |
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2025 | Present |
| Naperville Park District | Naperville | IL | 03/2018 | 09/2018 |
| Kennedy Junior High School | Lisle | IL | 08/2014 | 05/2017 |
| Benet Academy | Lisle | IL | 08/2017 | 05/2021 |
| Dairy Queen | Naperville | IL | 03/2019 | 04/2021 |
| Newedge Wealth | Naperville | IL | 05/2022 | 08/2022 |
| Arthur M. Spiro Institute For Entrepreneurial Leadership | Clemson | SC | 08/2022 | 12/2022 |
| Lorenzo De Medici (Clemson University) | Florence | 01/2023 | 05/2023 | |
| Clemson University | Clemson | SC | 08/2021 | 05/2025 |
| Morton's Gourmet Market | Sarasota | FL | 12/2022 | 01/2023 |
| Randstad Usa | Charlotte | NC | 05/2024 | 08/2024 |
| Self-Employed | Clemson | SC | 08/2024 | 03/2025 |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-05 |
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