Vanguard Marketing Corporation

Broker-DealerFINRA MemberEst. 1977
Total AUM
Advisory reps
8,598
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 domestic corporation that registered with the SEC in 1977. The FINTRX snapshot classifies the firm as unclassified and identifies its owner type as both a domestic entity and an individual. The profile indicates the entity does not function as a capital allocator and is not listed as an active ESG investor, multi-state adviser, pension consultant, newly formed adviser, or related adviser under the provided fields. Publicly provided fields for client types, fee arrangements, business lines, and advisory activities are empty in the source, so there is little on how the organization positions itself commercially or whether it operates in a traditional advisory capacity versus a non-advisory corporate role.

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 49
  • Scott Senseney

    Scott Senseney

    Chief Client OfficerCRD 5576609

  • Stuart Green

    Stuart Green

    Business Project CoordinatorCRD 6390229

  • Emily Lemmon

    Emily Lemmon

    Chief of StaffCRD 6997312

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Contacts

3 of 8549
  • Judith Foster

    Senior ManagementCRD 5913787

  • Tina Ornelas

    Tina Ornelas

    Senior Financial AdvisorCRD 6080238

  • Melissa Chrischel Olarte

    Registered RepresentativeCRD 7244459

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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