Russell James Bragg

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

• 10/2012 → 10/2016
  Lake County Schools
  Tavares, FL
• 10/2016 → 01/2020
  Edward Jones
  Tavares, FL
• 09/2021 → 05/2025
  Fidelity Investments
  Greensboro, NC
• 05/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 01/2020 → 09/2021
  Fidelity Investments
  Altamonte, FL
• 05/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC

Previous Registrations

• 2025-03-31 → 2025-05-23
  Strategic Advisers Llc
  Greensboro, NC
  High Point, NC
  Boston, MA
• 2020-02-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Altamonte Springs, FL
• 2017-03-20 → 2020-01-09
  Edward Jones
  Eustis, FL
  St Louis, MO
  Tavares, FL
  Eustis, FL

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: HIGH POINT, NC NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 01/2020 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2017-03-15

Other Names

• Russell Bragg
• Russell James Bragg
• Russ Bragg
• Rusty Bragg