VANGUARD MARKETING CORPORATION

Broker-DealerFINRA MemberEst. 1977
Total AUM
Advisory reps
8,324
Avg account
$0

Firm details

Headquarters
MALVERN, Pennsylvania
CRD number
7452
Registered since
April 21, 1977

Firm profile

FINTRX

Overview

Vanguard Marketing Corporation is organized as a corporation and has been SEC-registered since 1977. Ownership is listed as a combination of a domestic entity and an individual. The firm's classification in the source is unclassified; it is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor. The snapshot provides little in the way of stated advisory activities, fee schedule, or client segments, which limits firm-level inference about client-facing wealth management or discretionary advisory operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 51
  • SCOTT SENSENEY

    Chief Client OfficerCRD 5576609

  • STUART GREEN

    Business Project CoordinatorCRD 6390229

  • Emily Lemmon

    Chief of StaffCRD 6997312

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Contacts

3 of 8273
  • JUDITH FOSTER

    Senior ManagementCRD 5913787

  • TINA ORNELAS

    Learning and Development SpecialistCRD 6080238

  • Melissa Chrischel Olarte

    Registered RepresentativeCRD 7244459

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$39.1M in ETFs

Passive

0%

$0

Active

0%

$39.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD CORE-PLUS BOND INDEX ETF (BNDP)Vanguard$39.1M525,000100.00%

Location

Primary office

MALVERN, PA

CHESTER

Location

MALVERN, PA

Headquartered in MALVERN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
CHESTER
Address
100 Vanguard Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth