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Andrew Michael Ordemann

Vanguard Advisers, Inc.

Charlotte, NC

CRD 5202459

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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
SC RA APPROVED 2022-10-07
NC RA APPROVED 2019-10-01
TX RA APPROVED 2019-10-01
  • SC RA
    APPROVED
    Since 2022-10-07
  • NC RA
    APPROVED
    Since 2019-10-01
  • TX RA
    APPROVED
    Since 2019-10-01

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
The Vanguard Group, Inc. Charlotte NC 08/2006 Present
Keller Williams Fort Mill SC 04/2016 09/2017
Costello Real Estate Investments Fort Mill SC 09/2017 12/2024
Self-Employed Fort Mill SC 01/2025 Present
  • 08/2006 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 04/2016 → 09/2017
    Keller Williams
    Fort Mill, SC
  • 09/2017 → 12/2024
    Costello Real Estate Investments
    Fort Mill, SC
  • 01/2025 → Present
    Self-Employed
    Fort Mill, SC
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: SELF-EMPLOYED INVESTMENT RELATED ADDRESS: FORT MILL, SC NATURE OF BUSINESS: REAL ESTATE POSITION: CONTRACTED WITH COLDWELL BANKER START DATE: 01/2025 APPROX. HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REAL ESTATE AGENT

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-09-13
  • S63 Uniform Securities Agent State Law Examination
    2006-09-13
Designations
  • Certified Financial Planner
Other Names
  • Andrew Ordemann
  • Andrew Michael Ordemann

View on SEC IAPD

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