Samuel Andrew Pleasant-Cress

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

• 02/2021 → 02/2023
  Keybank National Association
  Portland, OR
• 09/2020 → 02/2021
  Wells Fargo
  Hillsboro, OR
• 01/2020 → 08/2020
  Kaiser Permanente
  Hillsboro, OR
• 11/2019 → 12/2019
  Nw Urology
  Portland, OR
• 09/2019 → 10/2019
  Cor Management Services Inc
  Beaverton, OR
• 08/2019 → 02/2023
  Self-Employed
  Portland, OR
• 11/2018 → 07/2019
  Blue Cross Blue Shield Of Il
  Quincy, IL
• 10/2017 → 11/2018
  Blessing Hospital
  Quincy, IL
• 01/2017 → 10/2017
  Little Caesars Pizza
  Quincy, IL
• 08/2015 → 06/2018
  Quincy Senior High School
  Quincy, IL
• 02/2023 → 06/2024
  Fidelity Investments
  Dallas, TX
• 06/2024 → 04/2026
  Fisher Investments
  Plano, TX
• 04/2026 → Present
  The Vanguard Group, Inc.
  Plano, TX
• 04/2026 → Present
  Vanguard Marketing Corporation
  Plano, TX
• 04/2026 → Present
  Vanguard Advisers, Inc.
  Plano, TX
• 08/2021 → 11/2021
  Portland Community College
  Portland, OR

Previous Registrations

• 2024-07-01 → 2026-04-02
  Fisher Investments
  Plano, TX
• 2024-02-29 → 2024-06-19
  Fidelity Personal And Workplace Advisors
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-02-20
• S63 Uniform Securities Agent State Law Examination
  2023-07-24

Other Names

• Samuel A Pleasant-Cress
• Samuel A Pleasant
• Samuel A Pleasantcress
• Samuel Pleasant Cress
• Samuel Pleasantcress
• Samuel Pleasant-Cress