Steeli Morgan Long

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

• 06/2021 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2020 → 05/2021
  Texas Tech University
  Lubbock, TX
• 07/2019 → 08/2020
  First Capital Bank Of Texas
  Lubbock, TX
• 08/2018 → 03/2019
  The Choc'lAte Mousse Pie Bar
  Lubbock, TX
• 06/2018 → 07/2018
  Crown Point Health Suites
  Lubbock, TX
• 12/2017 → 08/2018
  Lubbock Cooper Isd
  Lubbock, TX
• 08/2016 → 12/2017
  Texas Tech University
  Lubbock, TX
• 08/2015 → 05/2019
  Texas Tech University
  Lubbock, TX
• 08/2021 → Present
  Self-Employed
  Scottsdale, AZ
• 09/2021 → Present
  Vanguard Advisors, Inc.
  Scottsdale, AZ
• 06/2021 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ

Other Businesses

NAMEE OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: DOG/ANIMAL CARE POSITION: CONTRACTED WITH ROVER START DATE: 8/2021 APPROX. HOURS/MONTH: 180 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DOG CARE NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: FIDUCIARY / AGENT POSITION: LIMITED AGENT START DATE: 01/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: FIDUCIARY / TRUSTEE POSITION: TRUSTEE START DATE: 05/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY

Exams

• S66 Uniform Combined State Law Examination
  2021-09-13

Other Names

• Steeli Sellers
• Steeli Morgan Sellers
• Steeli Long