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Michael Timothy Burton

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7623363

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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
NC RA APPROVED 2025-02-20
SC RA APPROVED 2025-02-19
TX RA APPROVED 2025-02-19
  • NC RA
    APPROVED
    Since 2025-02-20
  • SC RA
    APPROVED
    Since 2025-02-19
  • TX RA
    APPROVED
    Since 2025-02-19

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 10/2022 Present
Kutztown University Of Pennsylvania Kutztown PA 08/2014 05/2018
Medallion Transport And Logistics Mooresville NC 08/2018 11/2018
Department Of Veterans Affairs Salisbury NC 11/2018 11/2019
Internal Revenue Service Philadelphia PA 11/2019 10/2022
Lowes Fort Mill SC 05/2023 09/2025
Vamguard Marketing Corporation Charlotte NC 10/2022 Present
  • 10/2022 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2014 → 05/2018
    Kutztown University Of Pennsylvania
    Kutztown, PA
  • 08/2018 → 11/2018
    Medallion Transport And Logistics
    Mooresville, NC
  • 11/2018 → 11/2019
    Department Of Veterans Affairs
    Salisbury, NC
  • 11/2019 → 10/2022
    Internal Revenue Service
    Philadelphia, PA
  • 05/2023 → 09/2025
    Lowes
    Fort Mill, SC
  • 10/2022 → Present
    Vamguard Marketing Corporation
    Charlotte, NC
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: M3 THE COMPANY NON-INVESTMENT RELATED ADDRESS: LANSDOWNE, PA NATURE OF BUSINESS: WEBSITE DESIGN POSITION: OWNER/CEO START DATE: 04/2020 APPROXIMATE HOURS PER MONTH: 0 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: INACTIVE LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-30
S63 Uniform Securities Agent State Law Examination 2023-02-15
  • S66 Uniform Combined State Law Examination
    2024-11-30
  • S63 Uniform Securities Agent State Law Examination
    2023-02-15
Other Names
  • Mike Burton
  • Michael Burton

View on SEC IAPD

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