Andrew Joel Crosby

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

• 09/2020 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2019 → 09/2020
  My Financial Coach
  Scottsdale, AZ
• 04/2008 → 07/2017
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2001 → 12/2016
  Crosby Consulting, Inc.
  Phoenix, AZ
• 07/2017 → 06/2018
  Learnvest Inc. (A Northwestern Mutual Company)
  Scottsdale, AZ
• 06/2018 → 08/2019
  Northwestern Mutual Investment Services Llc
  Scottsdale, AZ
• 06/2018 → 08/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI

Previous Registrations

• 2017-08-09 → 2018-06-07
  Learnvest Planning Services, Llc
  Scottsdale, AZ
• 2016-04-11 → 2017-07-13
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 1) NAME OF BUSINESS: Crosby Family Trust INVESTMENT-RELATED: ADDRESS: Phoenix, AZ START DATE: 08/2014 APPROXIMATE HOURS/MONTH:1 HOURS DEVOTED DURING TRADING HOURS:0 2) NAME OF BUSINESS: Life & Health Insurance License INVESTMENT-RELATED: ADDRESS: Chandler, AZ START DATE: 01/2018 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-05-19

Designations

• Certified Financial Planner

Other Names

• Andrew Crosby
• Andrew Joel Crosby
• Andrew Joel Crosby