Aaron Douglas Shaw

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 → 12/2024
  Envoy Capital Advisors Llc
  Charlotte, NC
• 03/2024 → 12/2024
  Envoy Securities
  Charlotte, NC
• 08/2023 → 11/2023
  Ion Group Llc
  New York, NY
• 06/2022 → 08/2022
  Baker Tilly Us Llp
  Minneapolis, MN
• 05/2021 → 08/2021
  Dell Technologies, Inc., Boomi
  Philadelphia, PA
• 08/2019 → 05/2023
  Messiah University
  Mechanicsburg, PA
• 12/2023 → 02/2024
  Unemployed
  Charlotte, NC
• 12/2024 → 08/2025
  Unemployed
  Charlotte, NC
• 09/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 03/2014 → 05/2019
  Lakeville South High School
  Lakeville, MN
• 12/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-12-01
• S63 Uniform Securities Agent State Law Examination
  2024-02-28

Other Names

• Aaron D Shaw
• Aaron Shaw