Alexis Vail Mchugh

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
• 05/2018 → 12/2020
  Hersheypark
  Hershey, PA
• 08/2019 → 01/2020
  Chipotle
  State College, PA
• 08/2020 → 09/2020
  Storage Squad
  State College, PA
• 10/2020 → 09/2021
  Olive Garden
  State College, PA
• 01/2022 → 05/2022
  Hyatt Place
  State College, PA
• 04/2015 → 09/2018
  Annies Ice Cream
  Palmyra, PA
• 09/2021 → 12/2021
  Bluebox Corporate Finance
  London
• 11/2020 → 01/2021
  Applebees
  State College, PA
• 01/2021 → 01/2021
  Vail Mountain Resorts
  Vail, CO
• 01/2022 → 05/2022
  Penn State Eduction Abroad Office
  State College, PA
• 01/2017 → 04/2017
  Dairy Queen
  Palmyra, PA
• 04/2017 → 07/2017
  Flagship Cinemas
  Palmyra, PA
• 06/2022 → 01/2023
  Unemployed
  Annville, PA
• 08/2018 → 05/2022
  Pennsylvania State University
  University Park, PA
• 01/2019 → 05/2019
  Harrisburg Area Community College
  Harrisburg, PA
• 01/2023 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 08/2024 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-08-20
• S63 Uniform Securities Agent State Law Examination
  2023-03-08