Sofia Estimable Charles

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

• 04/2023 → 03/2026
  Fidelity Investments
  Durham, NC
• 09/2022 → 03/2023
  Truist
  Durham, NC
• 09/2019 → 08/2022
  Teachers Federal Credit Union
  Hauppauge, NY
• 08/2018 → 08/2019
  Parts Authority
  Hauppauge, NY
• 07/2017 → 08/2018
  Soma Intimates
  Bay Shore, NC
• 11/2016 → 07/2017
  Traffic Shoe Store
  Bay Shore, NY
• 07/2016 → 09/2016
  Us Embassy Of Haiti
  Tabarre
• 09/2016 → 11/2016
  Unemployed
  Bay Shore, NY
• 03/2026 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 03/2026 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 10/2024 → 10/2025
  Southern New Hampshire University
  Trinity, NC
• 01/2018 → 05/2020
  Suffolk County Community College
  Selden, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-05-01
• S63 Uniform Securities Agent State Law Examination
  2023-11-13

Other Names

• Sofia Estimable
• Sofia Estimable Charles
• Sofia Charles