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Peter Scott Mcchesney

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7616753

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-24
TX RA APPROVED 2026-04-24
  • NC RA
    APPROVED
    Since 2026-04-24
  • TX RA
    APPROVED
    Since 2026-04-24

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • 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
The Vanguard Group, Inc. Charlotte NC 08/2022 Present
Oak Grove Marina Edgewater MD 05/2016 08/2019
Atlantic Fish & Chop House Edgartown MA 06/2020 08/2020
The Harborside Inn Edgartown MA 06/2020 08/2020
The Pete Store (Peterbilt) Baltimore MD 06/2021 08/2021
Elon University Elon NC 08/2018 05/2019
Elon University Elon NC 08/2019 05/2020
Elon University Elon NC 08/2020 05/2021
Elon University Elon NC 08/2021 05/2022
Broadneck High School Annapolis MD 08/2014 05/2018
Vanguard Marketing Corporation Charlotte NC 08/2022 Present
Vanguard Advisers, Inc. Charlotte NC 04/2026 Present
  • 08/2022 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 05/2016 → 08/2019
    Oak Grove Marina
    Edgewater, MD
  • 06/2020 → 08/2020
    Atlantic Fish & Chop House
    Edgartown, MA
  • 06/2020 → 08/2020
    The Harborside Inn
    Edgartown, MA
  • 06/2021 → 08/2021
    The Pete Store (Peterbilt)
    Baltimore, MD
  • 08/2018 → 05/2019
    Elon University
    Elon, NC
  • 08/2019 → 05/2020
    Elon University
    Elon, NC
  • 08/2020 → 05/2021
    Elon University
    Elon, NC
  • 08/2021 → 05/2022
    Elon University
    Elon, NC
  • 08/2014 → 05/2018
    Broadneck High School
    Annapolis, MD
  • 08/2022 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 04/2026 → Present
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-17
S63 Uniform Securities Agent State Law Examination 2022-11-16
  • S66 Uniform Combined State Law Examination
    2026-04-17
  • S63 Uniform Securities Agent State Law Examination
    2022-11-16
Other Names
  • Peter Scott Mcchesney
  • Peter S Mcchesney
  • Peter Mcchesney

View on SEC IAPD

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