Samitha Kukkillaya

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

• 09/2023 → 08/2024
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 09/2023 → 08/2024
  Tiaa
  Charlotte, NC
• 08/2019 → 05/2023
  The Ohio State University
  Columbus, OH
• 08/2015 → 05/2019
  William Mason High School
  Mason, OH
• 11/2018 → 07/2019
  Banana Leaf Modern Thai Restaurant
  Mason, OH
• 06/2020 → 08/2020
  Self-Employed
  Tulsa, OK
• 03/2021 → 08/2021
  Pacsun
  Tulsa, OK
• 06/2023 → 08/2023
  Unemployed
  Winter Garden, FL
• 03/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2024 → 02/2025
  Unemployed
  Charlotte, NC
• 03/2020 → 05/2020
  Self-Employed
  Columbus, OH
• 03/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 05/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 12/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2025-05-14
• S63 Uniform Securities Agent State Law Examination
  2023-11-29