Luke Remington Burgess

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

• 08/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 06/2024 → 08/2025
  Symmetry Financial Group
  Tempe, AZ
• 08/2023 → 04/2024
  Arizona State University
  Tempe, AZ
• 08/2020 → 05/2023
  Lake Travis High School
  Austin, TX
• 08/2019 → 08/2020
  Wheaton Warrenville South High School
  Wheaton, IL
• 08/2016 → 08/2019
  Hubble Middle School
  Wheaton, IL
• 04/2023 → 07/2023
  Heroes Lawn Care
  Austin, TX
• 09/2022 → 03/2025
  Texas Wrestling
  Tempe, AZ
• 10/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: LIFE INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 06/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2025-10-20

Other Names

• Luke Burgess
• Luke R Burgess