Best Investors Account Sign in

Dani Atenousazar

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7292746

Claim This Profile
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 2023-06-22
TX RA APPROVED 2023-06-16
  • AZ RA
    APPROVED
    Since 2023-06-22
  • TX RA
    APPROVED
    Since 2023-06-16

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 09/2020 Present
Anita For Arizona Phoenix AZ 07/2019 08/2020
City Of Phoenix Phoenix AZ 02/2019 07/2019
Arizona State University Tempe AZ 08/2015 05/2017
Unemployed Phoenix AZ 05/2020 09/2020
Unemployed Phoenix AZ 06/2017 01/2019
Unemployed Phoenix AZ 04/2019 06/2019
Indivisible Project Phoenix AZ 12/2018 07/2019
Anita For Arizona Phoenix AZ 02/2018 11/2018
  • 09/2020 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 07/2019 → 08/2020
    Anita For Arizona
    Phoenix, AZ
  • 02/2019 → 07/2019
    City Of Phoenix
    Phoenix, AZ
  • 08/2015 → 05/2017
    Arizona State University
    Tempe, AZ
  • 05/2020 → 09/2020
    Unemployed
    Phoenix, AZ
  • 06/2017 → 01/2019
    Unemployed
    Phoenix, AZ
  • 04/2019 → 06/2019
    Unemployed
    Phoenix, AZ
  • 12/2018 → 07/2019
    Indivisible Project
    Phoenix, AZ
  • 02/2018 → 11/2018
    Anita For Arizona
    Phoenix, AZ
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-14
S63 Uniform Securities Agent State Law Examination 2020-11-09
  • S66 Uniform Combined State Law Examination
    2023-06-14
  • S63 Uniform Securities Agent State Law Examination
    2020-11-09

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Scottsdale, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor