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Samuel Jared Blalock

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7655856

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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 2025-06-20
TX RA APPROVED 2025-06-20
  • NC RA
    APPROVED
    Since 2025-06-20
  • TX RA
    APPROVED
    Since 2025-06-20

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 10/2022 04/2025
Techtronic Industries Na Myrtle Beach SC 10/2021 08/2022
Dunes Properties Isle Of Palms Isle Of Palms SC 05/2021 08/2021
Total Wine And More Mount Pleasant SC 05/2020 08/2020
Unemployed Mount Pleasant SC 08/2021 10/2021
Bayview Aviation Mount Pleasant SC 09/2014 08/2021
University Of South Carolina Columbia SC 08/2017 08/2021
The Vanguard Group, Inc. Charlotte NC 05/2025 Present
Wando High School Mount Pleasant SC 08/2014 05/2017
Vanguard Marketing Corporation Charlotte NC 05/2025 Present
Vanguard Advisers, Inc. Charlotte NC 05/2025 Present
  • 10/2022 → 04/2025
    Columbia, SC
  • 10/2021 → 08/2022
    Techtronic Industries Na
    Myrtle Beach, SC
  • 05/2021 → 08/2021
    Dunes Properties Isle Of Palms
    Isle Of Palms, SC
  • 05/2020 → 08/2020
    Total Wine And More
    Mount Pleasant, SC
  • 08/2021 → 10/2021
    Unemployed
    Mount Pleasant, SC
  • 09/2014 → 08/2021
    Bayview Aviation
    Mount Pleasant, SC
  • 08/2017 → 08/2021
    University Of South Carolina
    Columbia, SC
  • 05/2025 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2014 → 05/2017
    Wando High School
    Mount Pleasant, SC
  • 05/2025 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 05/2025 → Present
    Charlotte, NC
Previous Registrations
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-02
  • S66 Uniform Combined State Law Examination
    2024-02-02
Other Names
  • Sam Blalock
  • Samuel J Blalock
  • Samuel Blalock
  • Sam J Blalock

View on SEC IAPD

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