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Tina Marie Ornelas

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 6080238

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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
AZ RA APPROVED 2016-09-16
TX RA APPROVED 2016-08-30
  • AZ RA
    APPROVED
    Since 2016-09-16
  • TX RA
    APPROVED
    Since 2016-08-30

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vanguard Adviser, Inc. Scottsdale AZ 08/2016 05/2022
Happy Camper Rentals Az, Llc San Tan Valley AZ 07/2025 Present
Self Employed San Francisco CA 04/2019 08/2021
Vanguard Marketing Group Scottsdale TX 06/2012 Present
The Vanguard Group, Inc. Scottsdale AZ 06/2012 Present
  • 08/2016 → 05/2022
    Vanguard Adviser, Inc.
    Scottsdale, AZ
  • 07/2025 → Present
    Happy Camper Rentals Az, Llc
    San Tan Valley, AZ
  • 04/2019 → 08/2021
    Self Employed
    San Francisco, CA
  • 06/2012 → Present
    Vanguard Marketing Group
    Scottsdale, TX
  • 06/2012 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
Other Businesses

NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS LITTLE ELM, TX NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 6/2023 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: HAPPY CAMPER RENTALS AZ, LLC NON-INVESTMENT-RELATED ADDRESS: SAN TAN VALLEY, AZ NATURE OF BUSINESS: CAMPER/RV RENTAL POSITION: OWNER START DATE: 07/2025 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENT AND MAINTAIN CAMPER/RV

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-29
S63 Uniform Securities Agent State Law Examination 2012-07-20
  • S65 Uniform Investment Adviser Law Examination
    2016-08-29
  • S63 Uniform Securities Agent State Law Examination
    2012-07-20
Other Names
  • Tina M Ornelas

View on SEC IAPD

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