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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Texas Tech Club | Lubbock | TX | 08/2021 | 07/2022 |
| Self-Employed | Lubbock | TX | 03/2020 | 06/2022 |
| Lubbock Country Club | Lubbock | TX | 03/2019 | 03/2020 |
| Jersey Mike'S Subs | Lubbock | TX | 10/2018 | 02/2019 |
| Jersey Mike'S Subs | North Richland Hills | TX | 06/2017 | 07/2018 |
| Mcdonald'S | Keller | TX | 10/2016 | 03/2017 |
| Fisher Investments | Plano | TX | 08/2024 | 03/2026 |
| Fidelity Investments | Westlake | TX | 09/2022 | 07/2024 |
| The Vanguard Group, Inc. | Plano | TX | 04/2026 | Present |
| Vanguard Marketing Corporation | Plano | TX | 04/2026 | Present |
| Texas Tech University | Lubbock | TX | 08/2018 | 08/2022 |
| Vanguard Advisers, Inc. | Plano | TX | 04/2026 | Present |
| Keller High School | Keller | TX | 08/2014 | 05/2018 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 10/2023 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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