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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 | 2026-06-09 |
| SC | RA | APPROVED | 2026-06-09 |
| TX | RA | APPROVED | 2026-06-09 |
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 |
| Lpl Financial Llc | Fort Mill | SC | 08/2024 | 01/2026 |
| Mecklenburg County Dss | Charlotte | NC | 04/2024 | 07/2024 |
| Atrium Health | Charlotte | NC | 09/2021 | 12/2023 |
| Unemployed | Charlotte | NC | 08/2019 | 09/2021 |
| Mecklenburg County Dss | Charlotte | NC | 01/2019 | 08/2019 |
| Cmpd | Charlotte | NC | 09/2017 | 12/2018 |
| Mdta Police | Baltimore | MD | 11/2015 | 09/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 01/2026 | Present |
| Vanguard Marketing Corporation | Charlotte | NC | 01/2026 | Present |
| Unemployed | Charlotte | NC | 01/2024 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-05 |
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