Collin James Mchugh

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

• 08/2021 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2019 → Present
  Epic Valet
  Phoenix, AZ
• 08/2016 → 07/2017
  Kids Express
  Chandler, AZ
• 08/2017 → 05/2021
  Arizona State University
  Tempe, AZ
• 08/2018 → 07/2019
  Kids Express
  Chandler, AZ
• 08/2013 → 06/2017
  Hamilton High School
  Chandler, AZ
• 08/2021 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 05/2024 → Present
  Vanguard Advisors, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: EPIC VALET NON-INVESTMENT RELATED ADDRESS (City/State): PHOENIX, AZ NATURE OF BUSINESS: VALET/LOBBY AMBASSADOR POSITION: Valet/Lobby AMBASSADOR START DATE (Month/Year): 08/2019 APPROXIMATE HOURS PER MONTH: 15 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: WORKING VALET AND FRONT DESK

Exams

• S66 Uniform Combined State Law Examination
  2024-05-28
• S63 Uniform Securities Agent State Law Examination
  2021-10-08

Other Names

• Collin Mchugh