Zachary Todd Staheli

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

• 04/2017 → 04/2019
  Diversify, Inc.
  Sandy, UT
• 11/2016 → 03/2017
  Managed Wealth Financial
  Murray, UT
• 08/2016 → 05/2019
  Utah Valley University
  Orem, UT
• 07/2018 → 04/2019
  Dfpg Investments, Inc
  Sandy, UT
• 08/2016 → 05/2019
  Utah Valley University
  Orem, UT
• 07/2016 → 04/2017
  T&D Developement Of Salt Lake
  St. George, UT
• 06/2019 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2023 → Present
  A And Z Ventures, Llc
  Gilbert, AZ
• 06/2019 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 11/2019 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2018-10-09 → 2019-05-03
  Dfpg Investments, Llc
  South Jordan, UT
  Sandy, UT

Other Businesses

NAME OF BUSINESS: A AND Z VENTURES, LLC NON-INVESTMENT RELATED ADDRESS (City/State): GILBERT, AZ NATURE OF BUSINESS: LLC/S-CORP/LLP POSITION: OWNER START DATE: 07/2023 APPROX. HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RESEARCH AND DESIGN

Exams

• S66 Uniform Combined State Law Examination
  2018-10-01

Other Names

• Zach Staheli
• Zachary Todd Staheli
• Zachary Staheli