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Katherine Joan O'DOnnell

Vanguard Advisers, Inc.

Malvern, PA

CRD 3244124

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-01-06
TX RA APPROVED 2012-01-06
  • PA RA
    APPROVED
    Since 2012-01-06
  • TX RA
    APPROVED
    Since 2012-01-06

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 06/1999 Present
Beachbody Audubon PA 07/2015 03/2024
  • 06/1999 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 07/2015 → 03/2024
    Beachbody
    Audubon, PA
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-21
S63 Uniform Securities Agent State Law Examination 1999-07-27
  • S66 Uniform Combined State Law Examination
    2011-11-21
  • S63 Uniform Securities Agent State Law Examination
    1999-07-27
Other Names
  • Katherine Joan Drybala
  • Kate O'DOnnell
  • Kate Drybala

View on SEC IAPD

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