William Michael Golias

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

• 01/2016 → 07/2017
  M & T Securities
  Buffalo, NY
• 07/2017 → 06/2022
  Wells Fargo Clearing Services Llc
  Buffalo, NY
• 06/2022 → 12/2024
  Due Diligence Works
  North Tonawanda, NY
• 01/2025 → 02/2025
  Due Diligence Works
  Charlotte, NC
• 03/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Previous Registrations

• 2017-09-06 → 2022-06-13
  Wells Fargo Clearing Services, Llc
  Williamsville, NY
• 2016-09-02 → 2017-07-17
  M&T Securities, Inc.
  Buffalo, NY

Other Businesses

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

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-04-28
• S65 Uniform Investment Adviser Law Examination
  2016-09-01

Designations

• Chartered Financial Analyst

Other Names

• William Michael Golias
• Will Golias
• William Golias
• William Golias
• Will Golias
• William M Golias
• William M Golias