Best Investors Account Sign in

Brooke Joyceann Schneider

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7568188

Claim This Profile
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
FL RA APPROVED 2026-03-20
NC RA APPROVED 2025-09-08
TX RA APPROVED 2025-09-08
  • FL RA
    APPROVED
    Since 2026-03-20
  • NC RA
    APPROVED
    Since 2025-09-08
  • TX RA
    APPROVED
    Since 2025-09-08

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 06/2025 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
  • 06/2025 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 03/2018 → 09/2018
    Naperville Park District
    Naperville, IL
  • 08/2014 → 05/2017
    Kennedy Junior High School
    Lisle, IL
  • 08/2017 → 05/2021
    Benet Academy
    Lisle, IL
  • 03/2019 → 04/2021
    Dairy Queen
    Naperville, IL
  • 05/2022 → 08/2022
    Newedge Wealth
    Naperville, IL
  • 08/2022 → 12/2022
    Arthur M. Spiro Institute For Entrepreneurial Leadership
    Clemson, SC
  • 01/2023 → 05/2023
    Lorenzo De Medici (Clemson University)
    Florence
  • 08/2021 → 05/2025
    Clemson University
    Clemson, SC
  • 12/2022 → 01/2023
    Morton's Gourmet Market
    Sarasota, FL
  • 05/2024 → 08/2024
    Randstad Usa
    Charlotte, NC
  • 08/2024 → 03/2025
    Self-Employed
    Clemson, SC
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-05
  • S66 Uniform Combined State Law Examination
    2025-09-05
Other Names
  • Brooke J Schneider
  • Brooke Schneider

View on SEC IAPD

More in Charlotte, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor