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Kevin Andrew Cline

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7617732

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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 2025-12-10
TX RA APPROVED 2025-12-10
  • NC RA
    APPROVED
    Since 2025-12-10
  • TX RA
    APPROVED
    Since 2025-12-10

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 09/2022 Present
Shanghai High School International Division Shanghai 08/2017 07/2022
Unemployed Huntington WV 07/2016 08/2017
Vanguard Marketng Corporation Charlotte NC 09/2022 Present
Vanguard Advisers, Inc. Charlotte NC 12/2025 Present
  • 09/2022 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2017 → 07/2022
    Shanghai High School International Division
    Shanghai
  • 07/2016 → 08/2017
    Unemployed
    Huntington, WV
  • 09/2022 → Present
    Vanguard Marketng Corporation
    Charlotte, NC
  • 12/2025 → Present
    Vanguard Advisers, Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-09
S63 Uniform Securities Agent State Law Examination 2022-11-07
  • S66 Uniform Combined State Law Examination
    2025-12-09
  • S63 Uniform Securities Agent State Law Examination
    2022-11-07
Other Names
  • Kevin Cline

View on SEC IAPD

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