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Marques Donald lee Merriweather

Investment adviser representative at Vanguard Advisers, Inc.
11 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

11 years in the industry.

  1. MadabolicApr 2026 to now
  2. Vanguard Advisers, Inc.Apr 2026 to now
  3. The Vanguard Group, Inc.Feb 2026 to now
  4. Vanguard Marketing CorporationFeb 2026 to now
  5. The Health ClubSep 2025 to Feb 2026
  6. Equitable Advisors, LLCJul 2024 to Jan 2026
  7. Jermain HallJul 2023 to Aug 2023
  8. Metro One LpsgNov 2022 to Aug 2023
  9. AdidasNov 2020 to Jul 2021
  10. Rider UniversitySep 2019 to May 2024
  11. Wawa Inc.Jun 2018 to Mar 2021
  12. McdonaldsJun 2017 to Aug 2017
  13. Jackson Memorial High SchoolSep 2015 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2026

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
7397047
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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