William Eoin Carr

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 → 09/2025
  Florida Financial Advisors, Llc
  Charlotte, FL
• 09/2019 → 05/2023
  Rollins College
  Winter Park, FL
• 08/2014 → 05/2019
  Ensworth High School
  Nashville, TN
• 05/2022 → 08/2022
  Chi Psi Fraternity
  Nashville, TN
• 03/2021 → 08/2021
  Park Plaza Hotel
  Winter Park, FL
• 05/2019 → 10/2019
  Unemployed
  Nashville, TN
• 05/2023 → 11/2023
  Unemployed
  Nashville, TN
• 09/2024 → 09/2025
  Trinity Wealth Securities, Llc
  Charlotte, NC
• 10/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 10/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 10/2025 → Present
  Vanguard Advisors, Inc.
  Charlotte, NC

Previous Registrations

• 2023-12-18 → 2025-10-07
  Florida Financial Advisors, Llc
  Charlotte, NC
  Charlotte, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-11-22
• S65 Uniform Investment Adviser Law Examination
  2023-10-05

Other Names

• Eoin Carr