Adam Joseph Porter

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

• 06/2010 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 02/2016 → 09/2017
  Moon Valley Bible Church
  Phoenix, AZ
• 08/2020 → 05/2025
  Self-Employed
  Mesa, AZ
• 04/2022 → 10/2023
  Outdoor Rentals
  Mesa, AZ
• 10/2023 → Present
  Bike Lane Co.
  Mesa, AZ
• 06/2010 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 06/2022 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: BIKE LANE CO. NON-INVESTMENT-RELATED ADDRESS: MESA, AZ NATURE OF BUSINESS: ONLINE RETAILER OF CYCLING AND KIDS PRODUCTS POSITION: OWNER START DATE: 10/2023 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PRODUCT DEVELOPMENT AND MARKETING

Exams

• S66 Uniform Combined State Law Examination
  2022-05-31
• S65 Uniform Investment Adviser Law Examination
  2016-02-26
• S63 Uniform Securities Agent State Law Examination
  2011-10-21