Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2022-03-17 |
| TX | RA | APPROVED | 2022-03-05 |
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 | 10/2019 | Present |
| The Walt Disney Company | Anaheim | CA | 01/2014 | 09/2019 |
| Worker's United Local 50 | Anaheim | CA | 04/2018 | 09/2019 |
| Self-Employed | San Francisco | CA | 07/2020 | 01/2023 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 10/2019 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-14 |
Reach out to this advisor