Devesh Virendra Patel

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

• 10/2010 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 12/2015 → 02/2020
  Young Living
  Phoenix, AZ
• 11/2022 → Present
  Do Bar Q, Llc
  Phoenix, AZ
• 10/2010 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 12/2021 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 08/2021 → Present
  Ek Bar Q, Llc
  Phoenix, AZ

Other Businesses

NAME OF BUSINESS: EK BAR Q, LLC INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 08/2021 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: DO BAR Q, LLC INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 11/2022 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY

Exams

• S66 Uniform Combined State Law Examination
  2021-12-03
• S63 Uniform Securities Agent State Law Examination
  2010-11-02

Other Names

• Devesh Patel