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Sandeep Singh Nagra

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 8140141

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-15
TX RA APPROVED 2025-12-09
  • AZ RA
    APPROVED
    Since 2025-12-15
  • TX RA
    APPROVED
    Since 2025-12-09

Branch Locations

14321 North Northsight Blvd, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2025 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 09/2025 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 06/2025 → 07/2025
    Medical Solutions
    Fort Worth, TX
  • 01/2025 → 06/2025
    Unemployed
    Fort Worth, TX
  • 05/2023 → 01/2025
    Teladoc Health
    Fort Worth, TX
  • 01/2023 → 05/2023
    Unemployed
    Irvine, CA
  • 01/2022 → 01/2023
    Modern Health
    Irvine, CA
  • 11/2020 → 01/2022
    Salesforce
    Irvine, CA
  • 11/2019 → 11/2020
    Zenefits
    Scottsdale, AZ
  • 05/2019 → 11/2019
    Fieldwire
    Scottsdale, AZ
  • 06/2018 → 05/2019
    E&M Electric
    Healdsburg, CA
  • 09/2015 → 05/2018
    Ziprecruiter
    Tempe, AZ
  • 12/2025 → Present
    Vanguard Advisors, Inc.
    Scottsdale, AZ
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-02
  • S66 Uniform Combined State Law Examination
    2025-12-02
Other Names
  • Sunny Nagra
  • Sandeep S Nagra

View on SEC IAPD

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