Erik Stefan Thunberg

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

• 06/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 03/2026 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 03/2026 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 05/2024 → 03/2025
  Cyrusone Management Services Llc
  Phoenix, AZ
• 05/2023 → 03/2024
  Break Of Day Capital
  Phoenix, AZ
• 01/2022 → 01/2023
  Montecito Medical Operating Co
  Phoenix, AZ
• 11/2019 → 01/2022
  Healthcare Trust Of America, Inc.
  Phoenix, AZ
• 10/2017 → 11/2019
  Self-Employed
  Wesley Chapel, FL
• 07/2016 → 03/2017
  B2R Finance
  Charlotte, NC
• 08/2017 → 08/2019
  Georgetown University
  Washington, DC
• 03/2025 → 03/2026
  Unemployed
  Phoenix, AZ
• 03/2017 → 08/2017
  Unemployed
  Charlotte, NC
• 01/2023 → 05/2023
  Unemployed
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-06-01

Other Names

• Erik Thunberg
• Erik S Thunberg