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Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-11-30 |
| AZ | RA | APPROVED | 2022-10-05 |
| TX | RA | APPROVED | 2022-10-05 |
Branch Locations
14321 North Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-04 |
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