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Connor Matthew Braun

Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets

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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. Vanguard Advisers, Inc.Oct 2025 to now
  2. The Vanguard Group, Inc.Jun 2022 to now
  3. Vanguard Marketing CorporationJun 2022 to now
  4. Self-employedJan 2025 to Sep 2025
  5. InfrascaleMay 2021 to Jul 2021
  6. Business Acquisition and Merger AssociatesApr 2020 to Jul 2020
  7. University of South Carolina - ColumbiaJul 2018 to May 2022
  8. Self-employedDec 2017 to May 2018
  9. SubwayJan 2017 to Feb 2018
  10. Stone Bridge High SchoolApr 2014 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022

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
7562905
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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