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Juliana Laure Carol Coates

Vanguard Advisers, Inc.

Malvern, PA

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-05
PA RA APPROVED 2022-07-01
  • TX RA
    APPROVED_RES
    Since 2022-07-05
  • PA RA
    APPROVED
    Since 2022-07-01

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • 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 Ayco Company, L.P./Mercer Allied Latham NY 11/2019 01/2021
Sefcu Albany NY 11/2007 10/2019
Suny Albany Albany NY 08/2015 05/2017
Goldman Sachs & Co. Llc Latham NY 01/2021 05/2022
The Vanguard Group, Inc. Malvern PA 05/2022 Present
Self-Employed Lancaster PA 07/2023 Present
Self-Employed New Holland PA 01/2025 Present
Vanguard Marketing Corporation Malvern PA 05/2022 Present
Vanguard Advisers, Inc. Malvern PA 05/2022 Present
  • 11/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Latham, NY
  • 11/2007 → 10/2019
    Sefcu
    Albany, NY
  • 08/2015 → 05/2017
    Suny Albany
    Albany, NY
  • 01/2021 → 05/2022
    Goldman Sachs & Co. Llc
    Latham, NY
  • 05/2022 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 07/2023 → Present
    Self-Employed
    Lancaster, PA
  • 01/2025 → Present
    Self-Employed
    New Holland, PA
  • 05/2022 → Present
    Vanguard Marketing Corporation
    Malvern, PA
  • 05/2022 → Present
    Malvern, PA
Previous Registrations
Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: LANCASTER, PA NATURE OF BUSINESS: TENNIS POSITION: TENNIS INSTRUCTOR FOR RCW, FORMERLY RECQUET CLUB WEST START DATE: 07/2023 APPROXIMATE HOURS/MONTH: 9 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LESSON PLANS AND LEAD ON-COURT ACTIVITIES NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: NEW HOLLAND, PA NATURE OF BUSINESS: WRITING POSITION: FREELANCE WRITER START DATE: 01/2025 APPROXIMATE HOURS/MONTH: 15 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WRITE ARTICLES NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: NEW HOLLAND, PA NATURE OF BUSINESS: FIDUCIARY POSITION: POA START DATE: 05/2014 APPROXIMATE HOURS/ MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: POWER OF ATTORNEY NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: NEW HOLLAND, PA NATURE OF BUSINESS: FIDUCIARY POSITION: POA START DATE: 05/2014 APPROXIMATE HOURS/ MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: POWER OF ATTORNEY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-27
  • S66 Uniform Combined State Law Examination
    2020-02-27
Other Names
  • Juliana L C Coates
  • Juliana Coates

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