Brett Thomas Meade
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Aug 2025 to now
- The Vanguard Group, Inc.Jul 2025 to now
- Bank of America, N.A.Jul 2024 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to Jul 2025
- Fidelity InvestmentsMay 2023 to May 2024
- Self-employedApr 2023 to May 2023
- Murray Medical/wild Labs - Wild HealthFeb 2022 to Feb 2022
- Phocus WaterDec 2021 to Jan 2022
- Serious Business Painting, LLCMay 2021 to Aug 2022
- UpsDec 2020 to Jan 2021
- University of KentuckyAug 2020 to May 2024
- KrogerJun 2020 to Jul 2020
- GncAug 2019 to Jan 2020
- Discount TireAug 2018 to Jan 2019
- Christian Academy of LouisvilleMay 2018 to Aug 2018
- Blaze PizzaMay 2017 to Aug 2017
- Christian Academy of Louisville - High SchoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7750090
- Firm CRD
- 106715