Carleigh Elizabeth Conners
Investment adviser representative at Vanguard Advisers, Inc.
12 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
12 years in the industry.
- Vanguard Advisers, Inc.May 2026 to now
- The Vanguard Group, Inc.Jan 2026 to now
- Vanguard Marketing CorporationJan 2026 to now
- Limitless PhillyMay 2025 to now
- Versed ExpertsSep 2025 to Dec 2025
- Self-employedJan 2025 to Mar 2025
- Karr Barth AssociatesJun 2024 to Aug 2024
- Shippensburg UniversityJan 2023 to May 2025
- James Madison UniversityAug 2021 to Dec 2022
- Archbishop John Carroll High SchoolAug 2017 to Jun 2021
- Haverford Middle SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7939152
- Firm CRD
- 106715