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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-30 |
| TX | RA | APPROVED | 2026-03-30 |
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 |
| Massage Envy | Winter Park | FL | 03/2016 | 08/2019 |
| Self Employed | Orlando | FL | 08/2019 | 06/2022 |
| Massage Luxe | Winter Park | FL | 10/2020 | 06/2022 |
| Rollins College | Winter Park | FL | 01/2020 | 05/2022 |
| Valencia College | Orlando | FL | 08/2016 | 12/2019 |
| Vanguard Marketing Corporation | Charlotte | NC | 08/2022 | Present |
| Vanguard Advisers, Inc. | Charlotte | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-15 |
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