China Lee Leonard

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

• 09/2008 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 07/2008 → Present
  Allstate
  Charlotte, NC
• 09/2008 → Present
  Virtuous Lee Alterations
  Charlotte, NC
• 09/2008 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 07/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2020-02-18 → 2024-12-31
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2020-02-07
• S63 Uniform Securities Agent State Law Examination
  2008-10-14

Other Names

• Tina Lee Leonard
• China Lee Leonard
• China Leonard