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Brett Thomas Meade

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7750090

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-18
TX RA APPROVED 2025-08-18
  • NC RA
    APPROVED
    Since 2025-08-18
  • TX RA
    APPROVED
    Since 2025-08-18

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blaze Pizza Louisville KY 05/2017 08/2017
Christian Academy Of Louisville Louisville KY 05/2018 08/2018
Discount Tire Louisville KY 08/2018 01/2019
Gnc Louisville KY 08/2019 01/2020
Kroger Louisville KY 06/2020 07/2020
Ups Louisville KY 12/2020 01/2021
Serious Business Painting, Llc Louisville KY 05/2021 08/2022
Phocus Water Louisville KY 12/2021 01/2022
University Of Kentucky Lexington KY 01/2023 05/2023
Fidelity Investments Covington KY 05/2023 05/2024
Self-Employed Lexington KY 04/2023 05/2023
University Of Kentucky Lexington KY 08/2020 05/2024
Christian Academy Of Louisville - High School Louisville KY 08/2016 05/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 06/2024 07/2025
Murray Medical/Wild Labs - Wild Health Lexington KY 02/2022 02/2022
Bank Of America, N.A. Charlotte NC 07/2024 07/2025
The Vanguard Group, Inc. Charlotte NC 07/2025 Present
  • 05/2017 → 08/2017
    Blaze Pizza
    Louisville, KY
  • 05/2018 → 08/2018
    Christian Academy Of Louisville
    Louisville, KY
  • 08/2018 → 01/2019
    Discount Tire
    Louisville, KY
  • 08/2019 → 01/2020
    Gnc
    Louisville, KY
  • 06/2020 → 07/2020
    Kroger
    Louisville, KY
  • 12/2020 → 01/2021
    Ups
    Louisville, KY
  • 05/2021 → 08/2022
    Serious Business Painting, Llc
    Louisville, KY
  • 12/2021 → 01/2022
    Phocus Water
    Louisville, KY
  • 01/2023 → 05/2023
    University Of Kentucky
    Lexington, KY
  • 05/2023 → 05/2024
    Fidelity Investments
    Covington, KY
  • 04/2023 → 05/2023
    Self-Employed
    Lexington, KY
  • 08/2020 → 05/2024
    University Of Kentucky
    Lexington, KY
  • 08/2016 → 05/2020
    Christian Academy Of Louisville - High School
    Louisville, KY
  • 06/2024 → 07/2025
    Charlotte, NC
  • 02/2022 → 02/2022
    Murray Medical/Wild Labs - Wild Health
    Lexington, KY
  • 07/2024 → 07/2025
    Bank Of America, N.A.
    Charlotte, NC
  • 07/2025 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
Previous Registrations
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-24
S63 Uniform Securities Agent State Law Examination 2023-08-16
  • S66 Uniform Combined State Law Examination
    2024-07-24
  • S63 Uniform Securities Agent State Law Examination
    2023-08-16
Other Names
  • Brett Thomas Meade
  • Brett Meade
  • Brett T Meade

View on SEC IAPD

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