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 | 2025-11-20 |
| TX | RA | APPROVED | 2025-11-20 |
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 | 07/2025 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 07/2025 | Present |
| Oak Crest Middle School | Encinitas | CA | 08/2015 | 06/2017 |
| La Costa Canyon High School | Carlsbad | CA | 08/2017 | 06/2021 |
| Lions Heart Volunteer | Carlsbad | CA | 06/2016 | 02/2020 |
| Bpo Solutions Group | Tempe | AZ | 07/2025 | Present |
| Jc Resorts | Encinitas | CA | 05/2023 | 08/2023 |
| Arizona State University | Tempe | AZ | 08/2021 | 05/2025 |
| Bpo Solutions Group | Carlsbad | CA | 06/2022 | 08/2022 |
| Bpo Solutions Group | Tempe | AZ | 08/2022 | 05/2023 |
| Bpo Solutions Group | Carlsbad | CA | 05/2023 | 08/2023 |
| Bpo Solutions Group | Tempe | AZ | 08/2023 | 05/2025 |
| Bpo Solutions Group | Carlsbad | CA | 06/2025 | 07/2025 |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 11/2025 | Present |
NAME OF BUSINESS: BPO SOLUTIONS GROUP NON-INVESTMENT-RELATED ADDRESS: PHOENIX, ARIZONA NATURE OF BUSINESS: BUSINESS OUTSOURCING POSITION: REMOTE PAYROLL ACCOUNTANT START DATE: 06/2022 APPROXIMATE HOURS/MONTH: 30 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: COMPILE TIMECARDS FOR PAYROLL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-14 |
Reach out to this advisor