Ethan Stonebraker Willis

How the firm charges

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

Services the firm offers

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

• Financial planning
• Portfolio management

Experience

13 years in the industry.

1. Vanguard Advisers, Inc.Jan 2026 to now
2. The Vanguard Group, Inc.Jan 2026 to now
3. Vanguard Marketing CorporationJan 2026 to now
4. Edward JonesJul 2025 to Jan 2026
5. Palmetto Christian AcademyJan 2025 to Feb 2026
6. Bank of America, NAJul 2024 to Jul 2025
7. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to Jul 2025
8. Self-employedDec 2022 to Aug 2023
9. The Vanguard Group, Inc.Jun 2022 to Jul 2024
10. Charleston Southern UniversityAug 2021 to May 2023
11. Kiawah Island ClubMay 2021 to Aug 2021
12. Southland Landscaping CompanyJun 2020 to Aug 2020
13. Kiawah Island ClubMay 2019 to Aug 2019
14. Self-employedMar 2019 to May 2022
15. Queens University of CharlotteAug 2018 to May 2021
16. Scott's World of GolfMay 2018 to Aug 2018
17. Construction Professional IncorporatedFeb 2018 to May 2018
18. Trident Technical CollegeJan 2018 to May 2018
19. High Point UniversityAug 2017 to Dec 2017
20. Longhorn SteakhouseMay 2017 to Jun 2017
21. Palmetto Christian AcademyAug 2013 to May 2017

Exams passed

• Series 63 · Uniform Securities Agent State Law2022
• Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 3 states (NC, SC, TX).

Vanguard Advisers, Inc.

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

7320287

Firm CRD

106715