Stephen Peter Valverde

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

• 03/2026 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 03/2026 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 11/2024 → 03/2026
  U.S. Bank
  Tucson, AZ
• 02/2024 → 11/2024
  The Pnc Financial Services Group
  Tucson, AZ
• 06/2023 → 02/2024
  Unemployed
  Sahuarita, AZ
• 03/2022 → 06/2023
  Brightview Landscapes, Llc
  Tucson, AZ
• 06/2020 → 03/2022
  Unemployed
  Sahuarita, AZ
• 01/2020 → 06/2020
  Insight Global
  San Diego, CA
• 01/2019 → 12/2019
  California Sensor Corporation Dba Calsense
  Carlsbad, CA
• 06/2016 → 06/2018
  Chase Bank
  Oceanside, CA
• 08/2010 → 12/2018
  California State University -San Marcos
  San Marcos, CA
• 05/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-08-16

Other Names

• Stephen P Valverde
• Stephen Valverde