Marina Ann Smith

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

• 08/2022 → Present
  The Vanguard Group, Inc
  Charlotte, NC
• 01/2016 → 08/2021
  Polkville Discount
  Polkville, NC
• 08/2019 → 12/2019
  Bouquet Florist
  Boone, NC
• 01/2021 → 04/2021
  Beech Mountain Resort
  Banner Elk, NC
• 08/2021 → 01/2022
  Sweet Magnolia
  Boone, NC
• 02/2022 → 05/2022
  Trading Shoppees
  Blowing Rock, NC
• 08/2018 → 08/2022
  Appalachian State University
  Boone, NC
• 08/2014 → 06/2018
  Burns High School
  Lawndale, NC

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2025-07-24
• S63 Uniform Securities Agent State Law Examination
  2022-10-31

Other Names

• Marina Smith