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Trent Thomas Chabot

Vanguard Advisers, Inc.

Charlotte, NC

CRD 6767503

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-04-30
TX RA APPROVED 2021-04-30
  • NC RA
    APPROVED
    Since 2021-04-30
  • TX RA
    APPROVED
    Since 2021-04-30

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 03/2017 Present
Harris Teeter: 201 Central Huntersville NC 01/2016 06/2017
Winthrop University Rock Hill SC 01/2014 12/2016
Lowe's Foods, Llc Harrisburg NC 07/2020 07/2020
  • 03/2017 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2016 → 06/2017
    Harris Teeter: 201 Central
    Huntersville, NC
  • 01/2014 → 12/2016
    Winthrop University
    Rock Hill, SC
  • 07/2020 → 07/2020
    Lowe's Foods, Llc
    Harrisburg, NC
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-27
S63 Uniform Securities Agent State Law Examination 2017-04-21
  • S66 Uniform Combined State Law Examination
    2021-03-27
  • S63 Uniform Securities Agent State Law Examination
    2017-04-21
Other Names
  • Trent Chabot

View on SEC IAPD

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