Bryce Oscar Dawson

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

• 10/2018 → 03/2020
  Fidelity Brokerage Services Llc
  Scottsdale, AZ
• 01/2015 → 01/2017
  Key Private Bank
  Indianapolis, IN
• 02/2017 → 04/2018
  Ubs Financial Services
  Atlanta, GA
• 04/2018 → 06/2018
  Unemployed
  Indianapolis, IN
• 03/2020 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Glendale, AZ
• 03/2020 → 06/2022
  Bank Of America, N.A.
  Glendale, AZ
• 06/2022 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2018 → 10/2018
  Unemployed
  Goodyear, AZ
• 06/2022 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 06/2022 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2020-05-13 → 2022-06-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Peoria, AZ
  Glendale, AZ
  Glendale, AZ
  Glendale, AZ
• 2019-07-03 → 2020-03-12
  Fidelity Personal And Workplace Advisors
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: JAMLIN PROPERTIES, LLC INVESTMENT RELATED ADDRESS: PEORIA, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: OWNER START DATE: 10/2023 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LANDLORD

Exams

• S66 Uniform Combined State Law Examination
  2019-06-25
• S63 Uniform Securities Agent State Law Examination
  2011-06-09

Other Names

• Bryce Dawson
• Bryce O Dawson