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Ian Bennett Flynn

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7374683

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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
OH RA APPROVED 2023-10-02
AZ RA APPROVED 2023-09-27
TX RA APPROVED 2023-08-31
  • OH RA
    APPROVED
    Since 2023-10-02
  • AZ RA
    APPROVED
    Since 2023-09-27
  • TX RA
    APPROVED
    Since 2023-08-31

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 06/2022 Present
St. Ignatius High School Cleveland OH 08/2014 06/2018
Self-Employed Rocky River OH 05/2020 06/2020
Westwood Country Club Rocky River OH 06/2015 08/2020
Dependable Scaffolding North Royalton OH 06/2019 08/2020
Wealth Advocate Group Beachwood OH 05/2021 08/2021
Canterbury Golf Club Beachwood OH 08/2020 09/2020
Shaker Heights Country Club Shaker Heights OH 08/2021 09/2021
John Carroll University University Heights OH 08/2018 05/2022
Vanguard Marketing Corporation Scottsdale AZ 06/2022 Present
Vanguard Advisers, Inc. Scottsdale AZ 08/2023 Present
  • 06/2022 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2014 → 06/2018
    St. Ignatius High School
    Cleveland, OH
  • 05/2020 → 06/2020
    Self-Employed
    Rocky River, OH
  • 06/2015 → 08/2020
    Westwood Country Club
    Rocky River, OH
  • 06/2019 → 08/2020
    Dependable Scaffolding
    North Royalton, OH
  • 05/2021 → 08/2021
    Wealth Advocate Group
    Beachwood, OH
  • 08/2020 → 09/2020
    Canterbury Golf Club
    Beachwood, OH
  • 08/2021 → 09/2021
    Shaker Heights Country Club
    Shaker Heights, OH
  • 08/2018 → 05/2022
    John Carroll University
    University Heights, OH
  • 06/2022 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 08/2023 → Present
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-30
  • S66 Uniform Combined State Law Examination
    2022-08-30
Other Names
  • Ian Bennett Flynn
  • Ian Flynn

View on SEC IAPD

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