Neil Patrick Matthews

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

• 01/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2014 → 05/2019
  Campo Verde High School
  Gilbert, AZ
• 08/2019 → 05/2023
  Northern Arizona University
  Flagstaff, AZ
• 08/2017 → 11/2018
  Chick Fil A
  Chandler, AZ
• 05/2020 → 08/2020
  Amazon
  Phoenix, AZ
• 08/2020 → 12/2020
  Northern Arizona University
  Flagstaff, AZ
• 05/2021 → 08/2021
  Amazon
  Tempe, AZ
• 08/2022 → 08/2023
  Sodexo Live
  Flagstaff, AZ
• 11/2023 → 12/2024
  Costco Wholesale
  Gilbert, AZ
• 01/2025 → Present
  Vangaurd Marketing Corporation
  Scottsdale, AZ
• 01/2026 → Present
  Self-Employed
  Fountain Hills, AZ
• 06/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: SELF- EMPLOYED NON-INVESTMENT-RELATED ADDRESS: FOUNTAIN HILLS, AZ NATURE OF BUSINESS: MEDICAL POSITION: DONOR START DATE: 01/2026 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DONATION

Exams

• S66 Uniform Combined State Law Examination
  2026-06-24
• S63 Uniform Securities Agent State Law Examination
  2025-03-24

Other Names

• Neil Matthews