Christopher Michael Berardi

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

• 05/2023 → 08/2025
  The Vanguard Group, Inc
  Charlotte, NC
• 03/2023 → 04/2023
  Unemployed
  Charlotte, NC
• 01/2023 → 02/2023
  Self-Employed
  Charlotte, NC
• 02/2022 → 12/2022
  Self-Employed
  Charlotte, NC
• 09/2018 → 12/2022
  Habitat Charlotte Region
  Charlotte, NC
• 07/2020 → 12/2021
  Self-Employed
  Charlotte, NC
• 08/2017 → 09/2018
  Self-Employed
  Charlotte, NC
• 10/2017 → 05/2018
  Maxwell Group
  Charlotte, NC
• 08/2015 → 06/2017
  First Presbyterian Church
  Rocky Mount, NC
• 02/2025 → Present
  Self-Employed
  Charlotte, NC
• 09/2025 → 03/2026
  Lpl Financial, Llc
  Fort Mill, SC
• 03/2026 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 03/2026 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 04/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: RESEARCH POSITION: TESTER START DATE: 02/2025 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TEST PRODUCTS, PARTICIPATE IN RESEARCH STUDIES NAME OF BUSINESS: SCOUTING USA INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: NON-PROFIT POSITION: BOARD MEMBER START DATE: 09/2024 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TROOP HEAD ADULT LEADER AND TROOP COMMITTEE MEMBER

Exams

• S66 Uniform Combined State Law Examination
  2026-04-22
• S63 Uniform Securities Agent State Law Examination
  2023-08-02

Other Names

• Chris Berardi
• Christopher Berardi
• Christopher M Berardi