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Grant Sevier Conway

Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Vanguard Advisers, Inc.Aug 2026 to now
  2. The Vanguard Group, Inc.Aug 2026 to now
  3. Vanguard Marketing CorporationAug 2026 to now
  4. TIAAOct 2025 to Jul 2026
  5. TIAA-CREF Individual & Institutional Services, LLCOct 2025 to Jul 2026
  6. UnemploymentJun 2025 to Oct 2025
  7. MML Investors Services, LLCApr 2025 to May 2025
  8. Massmutual Life Insurance CoMar 2025 to May 2025
  9. UnemployedOct 2024 to Feb 2025
  10. TIAAMar 2018 to Oct 2024
  11. TIAA-CREF Individual & Institutional Services, LLCMar 2018 to Oct 2024
  12. Bank of AmericaFeb 2016 to Mar 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (NC, TX).

Vanguard Advisers, Inc.

$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6652649
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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