Matthew James Dougherty

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

• 02/2024 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2021 → 12/2023
  University Of North Florida
  Jacksonville, FL
• 05/2023 → 08/2023
  Randstad
  Charlotte, NC
• 06/2022 → 08/2022
  Randstad
  Jacksonville, FL
• 01/2022 → 05/2022
  Farther Finance
  Jacksonville, FL
• 03/2021 → 05/2022
  Pearson
  Jacksonville, FL
• 09/2020 → 10/2021
  Target
  Jacksonville, FL
• 06/2020 → 08/2020
  Citizens First Bank
  The Villages, FL
• 08/2019 → 05/2020
  Citizens First Bank
  The Villages, FL
• 08/2020 → 09/2020
  Walmart
  Jacksonville, FL
• 01/2022 → 04/2022
  Southside Baptist Church/Aspire Church
  Jacksonville, FL
• 03/2020 → 08/2020
  Winn-Dixie
  Wildwood/The Villages, FL
• 05/2019 → 06/2019
  Great Wolf Lodge
  Concord, NC
• 03/2018 → 06/2018
  Hwy 55
  Harrisburg, NC
• 12/2016 → 02/2018
  Town Of Harrisburg
  Harrisburg, NC
• 08/2020 → 12/2023
  University Of North Florida
  Jacksonville, FL
• 08/2019 → 05/2020
  The Villages High School
  The Villages, FL
• 08/2018 → 05/2019
  Hickory Ridge High School
  Harrisburg, NC
• 08/2016 → 05/2018
  Queens Grant High School
  Matthews, NC
• 02/2024 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 05/2024 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-05-06