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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 | 2026-06-30 |
| TX | RA | APPROVED_RES | 2026-06-22 |
Branch Locations
14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 05/2026 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 05/2026 | Present |
| Einstein Property Management Llc | Glendale | AZ | 04/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 08/2014 | 01/2018 |
| Arizona Army National Guard | Phoenix | AZ | 01/2011 | Present |
| Bank Of America, N.A. | Chandler | AZ | 09/2014 | 01/2018 |
| Bancwest Investment Services, Inc. | Tempe | AZ | 01/2018 | 06/2023 |
| Bank Of The West | Tempe | AZ | 01/2018 | 06/2023 |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 06/2026 | Present |
NAME OF BUSINESS: EINSTEIN PROPERTY MANAGEMENT LLC INVESTMENT-RELATED ADDRESS: GLENDALE, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 04/2026 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: ARIZONA ARMY NATIONAL GUARD NON-INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: MILITARY SERVICE POSITION: LOGISTICS OFFICER START DATE: 01/2011 APPROXIMATE HOURS/MONTH: 24 HOURS DEVOTED DURING TRADING HOURS: 12 DUTIES: LOGISTICS SUPPORT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-11 |
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