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Antonio Quoc Green

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 4660876

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-10-27
AZ RA APPROVED 2016-10-26
  • TX RA
    APPROVED_RES
    Since 2016-10-27
  • AZ RA
    APPROVED
    Since 2016-10-26

Branch Locations

14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc Phoenix AZ 09/2008 09/2016
Usaa Financial Planning Services Phoenix AZ 01/2009 09/2016
The Vanguard Group, Inc. Scottsdale AZ 10/2016 Present
Vanguard Marketing Corporation Scottsdale AZ 10/2016 Present
Vanguard Advisers, Inc. Scottsdale AZ 10/2016 Present
Mda Express, Llc Surprise AZ 09/2025 Present
  • 09/2008 → 09/2016
    Usaa Financial Advisors, Inc
    Phoenix, AZ
  • 01/2009 → 09/2016
    Usaa Financial Planning Services
    Phoenix, AZ
  • 10/2016 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 10/2016 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 10/2016 → Present
    Scottsdale, AZ
  • 09/2025 → Present
    Mda Express, Llc
    Surprise, AZ
Previous Registrations
  • 2009-01-30 → 2016-10-03
    Usaa Financial Planning Services
    Phoenix, AZ
Other Businesses

NAME OF BUSINESS: MDA EXPRESS, LLC NON-INVESTMENT-RELATED ADDRESS: SURPRISE, AZ NATURE OF BUSINESS: TRUCKING/TRANSPORTATION POSITION: OWNER START DATE: 09/2025 APPROXIMATE HOURS/MONTH: 80 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BACK-OFFICE SUPPORT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-01-15
S63 Uniform Securities Agent State Law Examination 2005-07-30
  • S65 Uniform Investment Adviser Law Examination
    2009-01-15
  • S63 Uniform Securities Agent State Law Examination
    2005-07-30
Designations
  • Certified Financial Planner
Other Names
  • Tony Green
  • Antonio Quoc Green
  • Antonio Green

View on SEC IAPD

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