Isaac Richard Erdody

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

• 07/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 07/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 04/2025 → 07/2025
  Unemployed
  Bowling Green, OH
• 04/2024 → 04/2025
  Compass Group Usa
  Bowling Green, OH
• 06/2022 → 04/2024
  Dana Incorporated
  Maumee, OH
• 07/2022 → 10/2023
  Self-Employed
  Bowling Green, OH
• 05/2020 → 05/2025
  Bowling Green State University
  Bowling Green, OH
• 12/2020 → 04/2022
  Walmart
  Bowling Green, OH
• 08/2016 → 05/2021
  Bowling Green Highschool
  Bowling Green, OH
• 12/2021 → Present
  1St Gen Llc
  Bowling Green, OH

Other Businesses

NAME OF BUSINESS: 1ST GEN LLC NON-INVESTMENT-RELATED ADDRESS: BOWLING GREEN, OH NATURE OF BUSINESS: ONLINE RETAIL POSITION: OWNER START DATE: 12/2021 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BUY ITEMS FROM MANUFACTURERS AND RESELL ONLINE NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: BOWLING GREEN, OH NATURE OF BUSINESS: LIFE INSURANCE POSITION: N/A START DATE:07/2022 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2025-10-10

Other Names

• Isaac Erdody
• Isaac R Erdody