Best Investors
Account
Sign in
Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-02-23 |
| TX | RA | APPROVED | 2022-02-16 |
Branch Locations
14321 North Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2013 | Present |
| Twenty20.COm | Scottsdale | AZ | 06/2016 | 08/2025 |
| Self Employed | Scottsdale | AZ | 11/2019 | Present |
| Self Employed | Scottsdale | AZ | 04/2021 | Present |
| Self-Employed | Scottsdale | AZ | 11/2021 | 09/2024 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 11/2025 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 11/2025 | Present |
NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: FIDUCIARY POSITION: POA START DATE: 11/2016 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: RETAIL POSITION: ETSY STORE OWNER START DATE: 11/2019 APPROXIMATE HOURS/ MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SELLING PHOTO CARDS ON ETSY NAME OF BUSINESS: SELF EMPLOYED NON-INVESTMENT RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: POSHMARK RESELLER POSITION: OWNER START DATE: 4/2021 APPROXIMATE HOURS/MONTH: 15 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-10 |
Reach out to this advisor