Stephen Jay Myers

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → 11/2018
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 11/2018 → 01/2020
  Advisor Group
  Phoenix, AZ
• 02/2020 → 06/2021
  M.S. Howells & Co.
  Scottsdale, AZ
• 02/2020 → 06/2021
  Msh Capital Advisors Llc
  Scottsdale, AZ
• 08/2021 → 04/2022
  Lpl Financial Llc
  Scottsdale, AZ
• 05/2022 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ

Previous Registrations

• 2021-08-13 → 2022-05-06
  Lpl Financial Llc
  San Diego, CA
  Scottsdale, AZ
  Scottsdale, AZ
• 2020-02-11 → 2021-06-01
  Msh Capital Advisors Llc
  Scottsdale, AZ
• 2018-11-21 → 2020-01-29
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2018-11-21 → 2020-01-29
  Fsc Securities Corporation
  Atlanta, GA
• 2018-11-21 → 2020-01-29
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2018-11-16 → 2020-01-29
  Osaic Services, Inc.
  Scottsdale, AZ
• 2017-01-23 → 2018-09-26
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S66 Uniform Combined State Law Examination
  2017-01-23
• S63 Uniform Securities Agent State Law Examination
  1996-12-23

Other Names

• Steve Myers
• Stephen Myers