Patrick Thomas Howley

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

• 01/2020 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2018 → 01/2020
  Nucleus Marketing Lab
  Phoenix, AZ
• 02/2012 → 05/2018
  Redflex Traffic Systems
  Glendale, AZ
• 05/2001 → Present
  The Howley Group, Llc
  Anthem, AZ
• 01/2020 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 05/2024 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: THE HOWLEY GROUP, LLC NON-INVESTMENT RELATED ADDRESS: ANTHEM, AZ NATURE OF BUSINESS: CONSULTING POSITION: OWNER START DATE: 05/2001 APPROX. HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CONSULT WITH NON-PROFITS ON MARKETING AND MARKET RESEARCH PROJECTS NAME OF BUSINESS: HERITAGE BANCSHARES INC. INVESTMENT-RELATED ADDRESS: TOPEKA, KS NATURE OF BUSINESS: PRIVATE PLACEMENT POSITION: MINORITY INTEREST OWNER START DATE: 04/2003 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTOR

Exams

• S66 Uniform Combined State Law Examination
  2024-05-15
• S63 Uniform Securities Agent State Law Examination
  2020-03-09

Other Names

• Patrick Thomas Howley
• Patrick Howley