Matthew Steven Vargochik

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

• 01/2023 → Present
  The Vanguard Group, Inc
  Charlotte, NC
• 04/2012 → 07/2018
  Wyndham Capital Mortgage
  Charlotte, NC
• 08/2018 → 07/2019
  Ally Bank
  Charlotte, NC
• 08/2019 → 04/2022
  Better Mortgage
  Charlotte, NC
• 05/2022 → 08/2022
  Angel Oak Home Loans
  Charlotte, NC
• 09/2022 → 11/2022
  Randstad
  Charlotte, 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
  2023-04-04

Other Names

• Matt Vargochik
• Matt S Vargochik
• Matthew S Vargochik
• Matthew Vargochik