Blake Edward Mathews

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

• 08/2017 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 06/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 08/2017 → Present
  The Vanguard Group, Inc
  Charlotte, NC
• 08/2013 → 05/2017
  University Of Georgia
  Athens, GA
• 08/2016 → 12/2016
  Deutsche Bank
  Sao Paulo

Previous Registrations

• 2022-01-25 → 2024-12-31
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-01-24
• S63 Uniform Securities Agent State Law Examination
  2017-10-20

Other Names

• Blake Mathews