Charles William Lotzar

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

• 12/2017 → 07/2018
  Lotzar Law Firm, P.C.
  Scottsdale, AZ
• 04/2017 → 12/2017
  Zenreach, Inc.
  Phoenix, AZ
• 05/2014 → 04/2017
  Apple, Inc.
  Phoenix, AZ
• 07/2018 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2018 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 04/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2020-12-22 → 2024-12-31
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S66 Uniform Combined State Law Examination
  2020-12-18
• S63 Uniform Securities Agent State Law Examination
  2018-09-10

Other Names

• Charlie Lotzar
• Charlie William Lotzar
• Charles Lotzar