William Kerry Morgan
Investment adviser representative at Vanguard Advisers, Inc.
16 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
16 years in the industry.
- Vanguard Advisers, Inc.Mar 2021 to now
- The Vanguard Group, Inc.Feb 2021 to now
- Resolute Capital, LLCApr 2020 to Jan 2021
- Trunorth AdvisorsApr 2020 to Jan 2021
- Edward JonesJan 2019 to Feb 2020
- SupersodSep 2018 to Jan 2019
- UnemployedJan 2018 to Sep 2018
- Universidad Blas PascalFeb 2017 to Jun 2017
- Red Circle Inc.May 2016 to Jan 2018
- Clemson UniversitySep 2013 to Dec 2017
- StudentApr 2010 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7057455
- Firm CRD
- 106715