Best Investors
Account
Sign in
Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 01/2017 | 06/2021 |
| Pnc Bank, N.A. | Cockeysville | MD | 10/2015 | 01/2017 |
| Total Wine & More | Towson | MD | 11/2019 | 05/2021 |
| Fidelity Investments | Alexandria | VA | 06/2021 | 09/2025 |
| Strategic Advisors | Alexandria | VA | 03/2025 | 09/2025 |
| The Vanguard Group, Inc. | Charlotte | NC | 03/2026 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 03/2026 | Present |
| Vanguard Advisers, Inc. | Charlotte | NC | 03/2026 | Present |
| Clarendon Wealth Management | Arlington | VA | 09/2025 | 01/2026 |
| Self-Employed | Charlotte | NC | 02/2026 | Present |
NAME OF BUSINESS: SELF-EMPLOYED INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: CONSULTING POSITION: CONTRACTED WITH GLG START DATE: 02/2026 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CONSULT ON PROJECTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-06 |
Reach out to this advisor