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Clare Kathleen Monte

Vanguard Advisers, Inc.

Malvern, PA

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-28
TX RA APPROVED 2026-05-28
  • PA RA
    APPROVED
    Since 2026-05-28
  • TX RA
    APPROVED
    Since 2026-05-28

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • 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
Vangaurd Marketing Corporation Malvern PA 09/2022 Present
Vanguard Advisers, Inc. Malvern PA 05/2026 Present
The Vanguard Group, Inc. Malvern PA 09/2022 Present
Capgemini Horsham PA 06/2022 07/2022
Saint Joseph'S University Philadelphia PA 08/2019 05/2022
Catholic University Of America Washington DC 08/2018 05/2019
Cranford High School Cranford NJ 09/2014 06/2018
  • 09/2022 → Present
    Vangaurd Marketing Corporation
    Malvern, PA
  • 05/2026 → Present
    Vanguard Advisers, Inc.
    Malvern, PA
  • 09/2022 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 06/2022 → 07/2022
    Capgemini
    Horsham, PA
  • 08/2019 → 05/2022
    Saint Joseph'S University
    Philadelphia, PA
  • 08/2018 → 05/2019
    Catholic University Of America
    Washington, DC
  • 09/2014 → 06/2018
    Cranford High School
    Cranford, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-27
S63 Uniform Securities Agent State Law Examination 2022-10-27
  • S66 Uniform Combined State Law Examination
    2026-05-27
  • S63 Uniform Securities Agent State Law Examination
    2022-10-27
Other Names
  • Clare Monte

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Paoli, PA
MVO PRIVATE WEALTH, LLC · MALVERN, PA
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