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Mayra Liseth Cuellar

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 6608941

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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
CA RA APPROVED 2023-12-19
AZ RA APPROVED 2021-10-08
TX RA APPROVED 2021-10-04
  • CA RA
    APPROVED
    Since 2023-12-19
  • AZ RA
    APPROVED
    Since 2021-10-08
  • TX RA
    APPROVED
    Since 2021-10-04

Branch Locations

14321 North 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
The Vanguard Group, Inc. Scottsdale AZ 02/2016 Present
Safeway Inc Tempe AZ 03/2001 01/2018
Arizona Autism United Phoenix AZ 08/2020 05/2023
B And B Treehouse Scottsdale AZ 05/2022 04/2024
Arizona Autism United Phoenix AZ 04/2024 Present
  • 02/2016 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 03/2001 → 01/2018
    Safeway Inc
    Tempe, AZ
  • 08/2020 → 05/2023
    Arizona Autism United
    Phoenix, AZ
  • 05/2022 → 04/2024
    B And B Treehouse
    Scottsdale, AZ
  • 04/2024 → Present
    Arizona Autism United
    Phoenix, AZ
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: ARIZONA AUTISM UNITED NON-INVESTMENT RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: NON-PROFIT POSITION: DIRECT PROVIDER START DATE: 04/2024 APPROX. HOURS/MONTH: 100 HOURS DEVOTED DURING TRADING HOURS: 20 DUTIES: PROVIDE THERAPY SERVICES FOCUSING ON GENERAL LIFE SKILLS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-01
S63 Uniform Securities Agent State Law Examination 2016-03-08
  • S66 Uniform Combined State Law Examination
    2021-10-01
  • S63 Uniform Securities Agent State Law Examination
    2016-03-08
Other Names
  • Mayra Cuellar

View on SEC IAPD

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