Zachary Andrew Reece

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

• 07/2015 → 04/2017
  Fidelity Investments
  West Lake, TX
• 05/2019 → 03/2020
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Bakersfield, CA
• 01/2017 → 01/2022
  Blocktrade Investments
  Palmetto, FL
• 09/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 01/2022 → 09/2025
  Lotus Investment Strategies
  Roanoke, TX
• 07/2025 → 08/2025
  Fidelity Investments
  Westlake, TX
• 03/2020 → 11/2022
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Dallas, TX
• 10/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2021-06-28 → 2023-01-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Bakersfield, CA
  Bakersfield, CA
  Bakersfield, CA
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-12-09
• S63 Uniform Securities Agent State Law Examination
  2015-11-02

Other Names

• Zachary Andrew Reece
• Zachary Reece
• Zachary A Reece
• Zach Reece
• Zach Andrew Reece
• Zach A Reece