Michael David Milne

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

• 05/2019 → 11/2022
  First National Bank Of America
  East Lansing, MI
• 11/2022 → 03/2024
  Fidelity Investments
  Durham, NC
• 09/2016 → 12/2018
  Arctic Coliseum Ice Arena
  Chelsea, MI
• 06/2018 → 05/2019
  Los Tres Amigos Restaurant
  Chelsea, MI
• 08/2018 → 10/2018
  Speedway
  East Lansing, MI
• 01/2008 → 05/2017
  Chelsea School District
  Chelsea, MI
• 08/2017 → 05/2021
  Michigan State University
  East Lansing, MI
• 04/2024 → 08/2025
  Financial Directions Group
  Cary, NC
• 04/2024 → 08/2025
  Cetera Advisors Llc
  Cary, NC
• 04/2024 → 08/2025
  Cetera Investment Advisers Llc
  Cary, NC
• 09/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 09/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 07/2025 → Present
  Self-Employed
  Concord, NC
• 11/2025 → Present
  Self-Employed
  Concord, NC
• 07/2026 → Present
  Self-Employed
  Concord, NC

Previous Registrations

• 2024-03-28 → 2025-08-18
  Cetera Investment Advisers Llc
  Cary, NC
• 2023-06-30 → 2024-04-05
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CONCORD, NC NATURE OF BUSINESS: TRANSPORTATION POSITION: CONTRACTED WITH UBER START DATE: 07/2025 APPROXIMATE HOURS/MONTH: 40 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRANSPORTATION NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CONCORD, NC NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH AMAZON FLEX START DATE: 11/2025 APPROXIMATE HOURS/MONTH: 25 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CONCORD, NC NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH WALMART SPARK START DATE: 07/2026 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY

Exams

• S66 Uniform Combined State Law Examination
  2023-06-13

Other Names

• Michael D Milne
• Michael David Milne
• Mike Milne
• Michael Milne