Austin Michael Atkinson

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

• 11/2023 → 09/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 11/2023 → 09/2025
  Tiaa
  Charlotte, NC
• 10/2021 → 11/2023
  Grant Thornton
  Charlotte, NC
• 05/2014 → 08/2018
  Trident Pool Group
  Charlotte, NC
• 08/2017 → 12/2019
  University Of North Carolina At Charlotte
  Charlotte, NC
• 08/2020 → 08/2021
  University Of North Carolina At Charlotte
  Charlotte, NC
• 01/2020 → 03/2020
  Cliftonlarsonallen
  Charlotte, NC
• 05/2019 → 08/2019
  Fiberon / Fortune Brands Doors And Security
  Charlotte, NC
• 09/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 09/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 04/2020 → 08/2020
  Self-Employed
  Chalotte, NC

Previous Registrations

• 2025-06-03 → 2025-09-04
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-06-03
• S63 Uniform Securities Agent State Law Examination
  2023-12-27

Other Names

• Austin M Atkinson
• Austin Atkinson