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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 | 2025-12-15 |
| TX | RA | APPROVED | 2025-12-09 |
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 | 09/2025 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 09/2025 | Present |
| Medical Solutions | Fort Worth | TX | 06/2025 | 07/2025 |
| Unemployed | Fort Worth | TX | 01/2025 | 06/2025 |
| Teladoc Health | Fort Worth | TX | 05/2023 | 01/2025 |
| Unemployed | Irvine | CA | 01/2023 | 05/2023 |
| Modern Health | Irvine | CA | 01/2022 | 01/2023 |
| Salesforce | Irvine | CA | 11/2020 | 01/2022 |
| Zenefits | Scottsdale | AZ | 11/2019 | 11/2020 |
| Fieldwire | Scottsdale | AZ | 05/2019 | 11/2019 |
| E&M Electric | Healdsburg | CA | 06/2018 | 05/2019 |
| Ziprecruiter | Tempe | AZ | 09/2015 | 05/2018 |
| Vanguard Advisors, Inc. | Scottsdale | AZ | 12/2025 | Present |
NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: MESA, AZ NATURE OF BUSINESS: FIDICUARY POSITION: LIMITED AGENT START DATE: 06/2026 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: FIDICUARY NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: MESA, AZ NATURE OF BUSINESS: FIDICUARY POSITION: LIMITED AGENT START DATE: 06/2026 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: FIDICUARY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-02 |
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