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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2022-12-07 |
| AZ | RA | APPROVED | 2022-08-31 |
| TX | RA | APPROVED | 2022-08-17 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2022 | Present |
| Crosspoint Wealth Partners | Charlottesville | VA | 08/2021 | 04/2022 |
| Freddie Mac | Mclean | VA | 05/2020 | 08/2021 |
| Voya Financial | Leesburg | VA | 06/2019 | 07/2019 |
| United States Soccer Federation | Leesburg | VA | 04/2015 | 04/2019 |
| Macado's | Blacksburg | VA | 09/2019 | 10/2019 |
| Topkick Martial Arts | South Riding | VA | 09/2015 | 06/2018 |
| Virginia Tech | Blacksburg | VA | 08/2018 | 05/2022 |
| Freedom High School | South Riding | VA | 08/2014 | 06/2018 |
| Self-Employed | Dulles | VA | 12/2021 | 01/2022 |
| Self-Employed | Dulles | VA | 12/2021 | 01/2022 |
| Self-Employed | Dulles | VA | 12/2021 | 01/2022 |
| Prague University Of Economics And Business | Prague | 02/2020 | 05/2020 | |
| Self-Employed | Scottsdale | AZ | 10/2023 | 06/2025 |
| Self-Employed | Scottsdale | AZ | 11/2023 | 09/2025 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 06/2022 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 08/2022 | Present |
NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 07/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-15 |
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