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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-06 |
| TX | RA | APPROVED | 2025-07-25 |
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 | 08/2019 | Present |
| Costco | Seattle | WA | 05/2015 | 07/2019 |
| University Of Washington | Seattle | WA | 09/2015 | 06/2019 |
| Aclas | Quito | 01/2018 | 03/2018 | |
| Self Employed | Phoenix | AZ | 12/2023 | 05/2024 |
| Self Employed | Phoenix | AZ | 04/2024 | 05/2024 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 08/2019 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-21 |
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