Samuel James Patterson

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

• 06/2023 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 02/2022 → 06/2023
  Gift, Gourmet & Interiors, Llc
  Knoxville, TN
• 08/2019 → 12/2022
  University Of Tennessee, Knoxville
  Knoxville, TN
• 05/2022 → 08/2022
  Patriot Investment Management Group Inc
  Knoxville, TN
• 01/2021 → 10/2021
  Cherokee Country Club
  Knoxville, TN
• 01/2020 → 03/2020
  Thrive Lonsdale
  Knoxville, TN
• 08/2020 → 05/2021
  Thrive Lonsdale
  Knoxville, TN
• 01/2022 → 05/2022
  Thrive Lonsdale
  Knoxville, TN
• 05/2017 → 08/2017
  Green Day Lawn & Landscapes, Llc
  Knoxville, TN
• 05/2018 → 08/2018
  Green Day Lawn & Landscapes, Llc
  Knoxville, TN
• 05/2019 → 08/2019
  Green Day Lawn & Landscapes, Llc
  Knoxville, TN
• 03/2020 → 08/2020
  Green Day Lawn & Landscapes, Llc
  Knoxville, TN
• 06/2015 → 01/2021
  Cedar Springs Presbyterian Church
  Knoxville, TN
• 08/2015 → 05/2019
  Bearden High School
  Knoxville, TN
• 11/2021 → 12/2021
  Self-Employed
  Knoxville, TN
• 12/2019 → 12/2019
  Green Day Lawn & Landscapes, Llc
  Knoxville, TN
• 06/2023 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 02/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-02-10
• S63 Uniform Securities Agent State Law Examination
  2023-08-11

Other Names

• Sam Patterson
• Samuel Patterson
• Samuel J Patterson