Harry Wheless Zimmerman

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

• 08/2022 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2015 → 05/2018
  Christ School
  Arden, NC
• 08/2018 → 10/2018
  Sewanee: The University Of The South
  Sewanee, TN
• 10/2018 → 05/2020
  Central Piedmont Community College
  Charlotte, NC
• 12/2018 → 04/2020
  Harris Teeter
  Charlotte, NC
• 08/2020 → 08/2022
  University Of North Carolina: Charlotte
  Charlotte, NC
• 05/2020 → 08/2021
  Self Employed
  Charlotte, NC
• 08/2022 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 08/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-08-25
• S63 Uniform Securities Agent State Law Examination
  2022-10-03

Other Names

• Harry Zimmerman