William Daniel Dollar
Investment adviser representative at Vanguard Advisers, Inc.
14 yearsExperience
3 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
14 years in the industry.
- Vanguard Advisers, Inc.Jun 2022 to now
- The Vanguard Group, IncJun 2022 to now
- Vanguard Marketing CorporationJun 2022 to now
- Self-employedJul 2022 to Aug 2022
- House of Brandstracts, Inc.May 2021 to May 2022
- Jacksonkate Trading, LLCNov 2020 to Jun 2022
- University of North Carolina At AshevilleJan 2020 to Dec 2021
- Avenue MJun 2019 to Feb 2020
- Mcrorie-williamsAug 2018 to Jun 2019
- Asheville-buncombe Technical CollegeMay 2018 to Dec 2019
- UnemployedJan 2018 to May 2018
- WestrockJun 2017 to Nov 2017
- Greater Good BbqJun 2017 to Oct 2017
- Georgia State UniversityMay 2017 to Aug 2017
- Paideia SchoolJun 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (GA, 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
- 7545142
- Firm CRD
- 106715