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Lily Sedona Anderson

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7392402

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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
AZ RA APPROVED 2026-07-01
TX RA APPROVED 2026-06-25
  • AZ RA
    APPROVED
    Since 2026-07-01
  • TX RA
    APPROVED
    Since 2026-06-25

Branch Locations

14321 N 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 06/2021 Present
Scottsdale Community College Scottsdale AZ 08/2014 05/2017
Arizona State University Tempe AZ 08/2017 12/2019
Self Employed Phoenix AZ 06/2014 08/2018
Unemployed Scottsdale AZ 01/2020 06/2021
Vanguard Marketing Corporation Scottsdale AZ 06/2021 Present
Vanguard Advisers, Inc. Scottsdale AZ 06/2026 Present
  • 06/2021 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2014 → 05/2017
    Scottsdale Community College
    Scottsdale, AZ
  • 08/2017 → 12/2019
    Arizona State University
    Tempe, AZ
  • 06/2014 → 08/2018
    Self Employed
    Phoenix, AZ
  • 01/2020 → 06/2021
    Unemployed
    Scottsdale, AZ
  • 06/2021 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 06/2026 → Present
    Vanguard Advisers, Inc.
    Scottsdale, AZ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-09-20
  • S63 Uniform Securities Agent State Law Examination
    2021-09-20
Designations
  • Certified Financial Planner
Other Names
  • Lily Anderson

View on SEC IAPD

Nearby Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC

Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN

Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

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