Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-09 |
| TX | RA | APPROVED | 2026-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2022 | Present |
| Swift Service Men Movers | Charlotte | NC | 06/2022 | 08/2022 |
| Labor Finders | Greensboro | NC | 03/2022 | 06/2022 |
| Excel Moving And Storage | Greensboro | NC | 04/2021 | 03/2022 |
| Turbo Tax | Greensboro | NC | 01/2021 | 04/2021 |
| Department Of Social Services | Charlotte | NC | 06/2017 | 08/2017 |
| Dollar Tree | Charlotte | NC | 11/2017 | 05/2018 |
| Phillip O Berry High School | Charlotte | NC | 08/2014 | 06/2018 |
| Bellhops | Charlotte | NC | 05/2018 | 09/2018 |
| Nextgen America | Greensboro | NC | 09/2018 | 12/2018 |
| United Parcel Service | Charlotte | NC | 05/2020 | 08/2020 |
| Unc Greensboro | Greensboro | NC | 08/2018 | 05/2022 |
| Dynata | Greensboro | NC | 08/2020 | 12/2020 |
| Unc Greensboro | Greensboro | NC | 03/2019 | 12/2020 |
| Vanguard Marketing Corporation | Charlotte | NC | 08/2022 | Present |
| Vanguard Advisers, Inc. | Charlotte | NC | 08/2025 | 06/2026 |
| Vanguard Advisers, Inc. | Charlotte | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-12 |
Reach out to this advisor