Edwin M. Webber

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CRD#: 4437509

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edwin Michael Webber, CFP®, who also goes by Edwin M. Webber, Ned Michael Webber, Ned Webber, was a registered financial professional .

Edwin is a previously registered financial professional and started their career in finance in 2001. Edwin had worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Edwin M. Webber | Ned Michael Webber | Ned Webber

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BOULEVARD, MALVERN, PA 19355 MEMBER OF THE WEBBER RANCH LLC (A FAMILY RANCH WHERE FAMILY MEMBERS ARE PARTNERS (MEMBERS) OF THE LLC)REQUIRING 10 - 20 HOURS ANNUALLY TYPICALLY ON WEEKENDS, BIG TIMBER, MO., START DATE: OCT 1995.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Past

June 2, 2015 - July 14, 2025

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

June 2, 2015 - July 14, 2025

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

August 13, 2012 - April 17, 2015

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

WAYNE, PA

Past

August 7, 2012 - April 17, 2015

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WAYNE, PA

Past

October 28, 2008 - April 27, 2010

PRESIDIO CAPITAL ADVISORS LLC

RIA

CRD#: 108531

SAN FRANCISCO, CA

Past

September 16, 2004 - October 22, 2008

PRESIDIO CAPITAL ADVISORS, LLC

RIA

CRD#: 116284

SAN FRANCISCO, CA

Past

February 13, 2004 - April 27, 2010

PRESIDIO CAPITAL ADVISORS, LLC

CRD#: 116284

SAN FRANCISCO, CA

Past

July 18, 2003 - February 19, 2004

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

October 31, 2002 - July 16, 2003

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

March 11, 2002 - February 21, 2003

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

HOUSTON, TX

Past

October 5, 2001 - March 6, 2002

SUTTER SECURITIES INCORPORATED

CRD#: 30770

IRVINE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA

Registered Investment Advisory firm - (7/28/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/10/2012

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/15/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/30/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/4/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/30/2009

General Securities Principal Examination

Current Firm

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA

Registered Investment Advisory firm - (7/28/1995 Approved)

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Contact information

Main Address

100 Vanguard Blvd, Malvern, PA 19355

Mailing Address

Phone number

(610) 669-1000

Established

Firm type

Fiscal year end

# of Employees

2,225

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STABLE VALUE (9/29/2025)

VANGUARD MANAGED ACCOUNT PROGRAM AND PERSONAL ONLINE ADVISOR (9/29/2025)

VANGUARD SITUATIONAL ADVISOR BROCHURE (9/29/2025)

VANGUARD STRATEGIC MODEL PORTFOLIOS (9/29/2025)

VANGUARD DIGITAL ADVISOR AND VANGUARD PERSONAL ADVISOR (9/29/2025)

VANGUARD PERSONAL ADVISOR SELECT (9/29/2025)

Regulatory assets under management

Total Number of Accounts	698,843
AUM (Assets Under Management)	$ 300,434,933,763

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
10/23/2024	Cover Page	Report
06/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Edwin M. Webber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VANGUARD MARKETING CORPORATION

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

PRESIDIO CAPITAL ADVISORS LLC

PRESIDIO CAPITAL ADVISORS, LLC

PRESIDIO CAPITAL ADVISORS, LLC

DEUTSCHE BANK SECURITIES INC.

U.S. BANCORP INVESTMENTS, INC.

FISERV INVESTOR SERVICES, INC.

SUTTER SECURITIES INCORPORATED

Primary Firm SEC Registration

VANGUARD ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/10/2012

Series 65

Date: 9/15/2004

Series 63

Date: 10/30/2001

SIE

Date: 10/1/2018

Series 7

Date: 10/4/2001

Series 24

Date: 1/30/2009

Current Firm

VANGUARD ADVISERS, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VANGUARD ADVISERS, INC.

TRUST BUT VERIFY

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