Ronnie Chad Bushay

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

• 04/2012 → 04/2020
  Viasat
  Carlsbad, CA
• 04/2020 → 11/2025
  Independent Financial Group, Llc
  Carlsbad, CA
• 12/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 12/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 08/2018 → 08/2020
  San Diego State University
  La Mesa, CA
• 12/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 04/2020 → 11/2025
  Wealth Management Group
  Carlsbad, CA

Previous Registrations

• 2021-01-04 → 2025-11-26
  Independent Financial Group, Llc
  Carlsbad, CA

Other Businesses

NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: HUNTERSVILLE, NC NATURE OF BUSINESS: CALIFORNIA LIFE AND HEALTH INSURANCE POSITION: N/A START DATE: 08/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2020-12-11

Designations

• Certified Financial Planner

Other Names

• Chad Bushay
• Ronnie C. Bushay