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Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Advisers, Inc. | Charlotte | NC | 06/2026 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 03/2026 | Present |
| The Vanguard Group, Inc. | Charlotte | NC | 03/2026 | Present |
| Nakoma Golf Club | Madison | WI | 06/2018 | 09/2019 |
| Nakoma Golf Club | Madison | WI | 06/2020 | 09/2023 |
| University Of St. Thomas | St. Paul | MN | 09/2021 | 05/2025 |
| Institute For Futures | Barcelona | 09/2023 | 12/2023 | |
| Ubs Financial Services | Madison | WI | 06/2024 | 08/2024 |
| Unemployed | Madison | WI | 05/2025 | 03/2026 |
| West High School | Madison | WI | 09/2017 | 05/2021 |
| Our Lady Queen Of Peace | Madison | WI | 09/2014 | 05/2017 |
| Unemployed | Madison | WI | 05/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-28 |
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