Samuel James Patterson
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.
- Vanguard Advisers, Inc.Feb 2025 to now
- The Vanguard Group, Inc.Jun 2023 to now
- Vanguard Marketing CorporationJun 2023 to now
- Patriot Investment Management Group IncMay 2022 to Aug 2022
- Gift, Gourmet & Interiors, LLCFeb 2022 to Jun 2023
- Thrive LonsdaleJan 2022 to May 2022
- Self-employedNov 2021 to Dec 2021
- Cherokee Country ClubJan 2021 to Oct 2021
- Thrive LonsdaleAug 2020 to May 2021
- Green Day Lawn & Landscapes, LLCMar 2020 to Aug 2020
- Thrive LonsdaleJan 2020 to Mar 2020
- Green Day Lawn & Landscapes, LLCDec 2019 to Dec 2019
- University of Tennessee, KnoxvilleAug 2019 to Dec 2022
- Green Day Lawn & Landscapes, LLCMay 2019 to Aug 2019
- Green Day Lawn & Landscapes, LLCMay 2018 to Aug 2018
- Green Day Lawn & Landscapes, LLCMay 2017 to Aug 2017
- Bearden High SchoolAug 2015 to May 2019
- Cedar Springs Presbyterian ChurchJun 2015 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
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
- 7728811
- Firm CRD
- 106715