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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-16 |
| AZ | RA | APPROVED | 2021-11-26 |
| TX | RA | APPROVED | 2021-11-09 |
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 |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Scottsdale | AZ | 09/2021 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 11/2021 | Present |
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2021 | Present |
| Key Bank | Eugene | OR | 03/2021 | 08/2021 |
| Country Financial | Eugene | OR | 06/2020 | 01/2021 |
| A Family For Every Child | Eugene | OR | 10/2019 | 01/2020 |
| Lane Community College | Eugene | OR | 09/2016 | 08/2019 |
| University Of Oregon | Eugene | OR | 12/2018 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-01 |
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