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Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-13 |
| TX | RA | APPROVED | 2026-01-13 |
Branch Locations
14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | PA | 03/2004 | 10/2020 |
| The Vanguard Group, Inc | Scottsdale | AZ | 09/2025 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 09/2025 | Present |
| Infosys Bpm | Phoenix | AZ | 10/2020 | 09/2025 |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 01/2026 | Present |
NAME OF BUSINESS: BOYS TEAM CHARITY, INC. INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: BOARD MEMBERSHIP POSITION: BOARD MEMBER TREASURER START DATE: 06/2025 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MANAGE FINANCES AND REPORTING NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: FUDICIARY POSITION: TRUSTEE START DATE: 07/2026 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE FOR IMMEDIATE FAMILY MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-31 |
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