Samuel Colton Donathan

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

• 03/2024 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 10/2020 → 03/2024
  Wells Fargo Bank, N.A.
  Charlotte, NC
• 09/2019 → Present
  Self-Employed
  Charlotte, NC
• 10/2019 → Present
  Self-Employed
  Charlotte, NC
• 08/2016 → 12/2019
  University Of Kentucky
  Lexington, KY
• 09/2019 → 03/2020
  Clem's Refridgerated Foods
  Lexington, KY
• 05/2018 → 08/2018
  Two Men And A Truck
  Lexington, KY
• 05/2017 → 08/2017
  Walmart
  Hurricane, WV
• 05/2018 → 06/2019
  Lionbridge Global Sourcing Solutions, Inc.
  Lexington, KY
• 06/2018 → 08/2018
  Aramark
  Lexington, KY
• 03/2024 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 06/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS (city/state): CHARLOTTE, NC NATURE OF BUSINESS: CONTRACTOR FOR UBER POSITION: DRIVER START DATE: 09/2019 APPROX. HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RIDE SHARE NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS (city/state): CHARLOTTE, NC NATURE OF BUSINESS: CONTRACTOR FOR LYFT, INC. POSITION: DRIVER START DATE: 10/2019 APPROX. HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RIDE SHARE

Exams

• S66 Uniform Combined State Law Examination
  2026-05-29
• S63 Uniform Securities Agent State Law Examination
  2024-05-20

Other Names

• Samuel C Donathan
• Samuel Donathan
• Colton Donathan