Tristan Anthony Proctor

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

• 11/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 11/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 05/2023 → 09/2025
  Lululemon
  Woodburn, OR
• 01/2023 → 05/2023
  Università Degli Studi Della Tuscia (Viterbo)
  Viterbo
• 08/2022 → 12/2022
  Florence University Of The Arts
  Florence
• 01/2022 → 04/2022
  Blanco Cocina + Cantina
  Paradise Valley, AZ
• 05/2022 → 08/2022
  Dutch Bros Coffee
  Salem, OR
• 09/2021 → 05/2025
  Grand Canyon University
  Phoenix, AZ
• 06/2019 → 08/2021
  Dutch Bros Coffee
  Salem, OR
• 09/2017 → 06/2021
  Mcnary High School
  Keizer, OR
• 09/2014 → 06/2017
  Whiteaker Middle School
  Keizer, OR
• 06/2017 → 08/2017
  Pearmine Farms
  Gervais, OR
• 01/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-01-29

Other Names

• Tristan Proctor
• Tristan A Proctor