Shameka Sherell Roberts

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

• 02/2017 → 10/2018
  Edward Jones
  St Louis, MO
• 07/2013 → 12/2016
  Time Warner Cable
  Charlotte, NC
• 02/2020 → 12/2020
  Wells Fargo Clearing Services, Llc
  Fort Mill, SC
• 02/2020 → 12/2020
  Wells Fargo Bank, Na
  Fort Mill, SC
• 02/2019 → 02/2020
  Go Health
  Charlotte, NC
• 08/2017 → 08/2018
  Specrtum Business (Charter Communications)
  Charlotte, NC
• 09/2018 → 12/2020
  Independant Health Insurance Agent
  Charlotte, NC
• 05/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2019 → Present
  Fcf Logistics Llc
  Fort Mill, SC
• 09/2018 → Present
  Self-Employed
  Charlotte, NC
• 05/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 05/2021 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2020-03-26 → 2020-12-22
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Fort Mill, SC
• 2017-08-18 → 2018-10-04
  Edward Jones
  Charlotte, NC
  St Louis, MO
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: FCF LOGISTICS, LLC NON-INVESTMENT-RELATED ADDRESS: FORT MILL, SC NATURE OF BUSINESS: FREIGHT TRANSPORTATION POSITION: OWNER START DATE: 05/2019 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CO-OWNER NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 03/2016 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: SELF-EMPLOYED INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: MEDICARE SUPPLEMENT, DISABILITY, LONG TERM CARE POSITION: INSURANCE AGENT START DATE: 09/2018 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES

Exams

• S66 Uniform Combined State Law Examination
  2017-06-09

Other Names

• Shameka Sherell Holloway
• Shameka S Roberts
• Shameka Roberts