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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Plano | TX | 07/2022 | Present |
| Unemployed | Richardson | TX | 03/2022 | 07/2022 |
| Rocket Mortgage | Richardson | TX | 12/2021 | 03/2022 |
| Pennymac Loan Services | Plano | TX | 06/2020 | 11/2021 |
| Nationstar Mortgage Llc | Lewisville | TX | 06/2019 | 06/2020 |
| Denton Center Appraisal District | Denton | TX | 03/2019 | 06/2019 |
| University Of North Texas | Denton | TX | 08/2014 | 12/2017 |
| Corestaff Staffing Agency | Carollton | TX | 10/2018 | 12/2018 |
| Coach Net | Lewisville | TX | 04/2018 | 08/2018 |
| Avesta | Denton | TX | 03/2018 | 03/2018 |
| Salata | Denton | TX | 05/2016 | 01/2018 |
| University Of North Texas | Denton | TX | 01/2018 | 12/2019 |
| Vanguard Marketing Corporaton | Plano | TX | 07/2022 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-30 |
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