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Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 11/2025 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 11/2025 | Present |
| Arrowhead Tree Service | Marlton | NJ | 04/2020 | 08/2022 |
| Braddock's Tavern | Medford | NJ | 06/2022 | 08/2022 |
| Atsion State Park | Shamong | NJ | 06/2023 | 08/2024 |
| Morgan Stanley | Mount Laurel | NJ | 05/2023 | 08/2023 |
| Vista Wealth Solutions | Bala Cynwyd | PA | 04/2025 | 10/2025 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2021 | 05/2025 |
| Cherokee High School | Marlton | NJ | 09/2017 | 06/2021 |
| Lascalas Pronto | Medford | NJ | 08/2020 | 05/2021 |
| Marlton Middle School | Marlton | NJ | 09/2014 | 06/2017 |
| Linking Lives Study Abroad Program | Lugano | 01/2024 | 04/2024 | |
| Self-Employed | Blacksburg | VA | 06/2024 | 01/2025 |
| Vanguard Advisers, Inc. | Charlotte | NC | 02/2026 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 03/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 03/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-29 |
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