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Chad David Pinney

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7382478

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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
OR RA APPROVED 2023-11-30
AZ RA APPROVED 2022-10-05
TX RA APPROVED 2022-10-05
  • OR RA
    APPROVED
    Since 2023-11-30
  • AZ RA
    APPROVED
    Since 2022-10-05
  • TX RA
    APPROVED
    Since 2022-10-05

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
Salem Keizer School District Salem OR 01/2022 06/2022
Oregon State University Corvallis OR 09/2019 06/2022
Kids Individual Development Service Corvallis OR 10/2021 05/2022
Northwestern Mutual Salem OR 06/2021 09/2021
Chipotle Mexican Grill Keizer / Corvallis OR 06/2016 08/2020
Mcnary High School Keizer OR 09/2014 06/2018
Chemeketa Community College Salem OR 09/2018 06/2020
Vanguard Marketing Corporation Scottsdale AZ 06/2022 Present
Vanguard Advisers, Inc. Scottsdale AZ 10/2022 Present
  • 06/2022 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2022 → 06/2022
    Salem Keizer School District
    Salem, OR
  • 09/2019 → 06/2022
    Oregon State University
    Corvallis, OR
  • 10/2021 → 05/2022
    Kids Individual Development Service
    Corvallis, OR
  • 06/2021 → 09/2021
    Northwestern Mutual
    Salem, OR
  • 06/2016 → 08/2020
    Chipotle Mexican Grill
    Keizer / Corvallis, OR
  • 09/2014 → 06/2018
    Mcnary High School
    Keizer, OR
  • 09/2018 → 06/2020
    Chemeketa Community College
    Salem, OR
  • 06/2022 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 10/2022 → Present
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-04
  • S66 Uniform Combined State Law Examination
    2022-10-04
Other Names
  • Chad Pinney

View on SEC IAPD

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