Ryan Joseph Richmond

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

• 10/2014 → 01/2024
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2017 → 01/2024
  Charles Schwab Bank
  Phoenix, AZ
• 08/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 08/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 01/2024 → 07/2025
  Unemployed
  Phoenix, AZ

Previous Registrations

• 2015-07-27 → 2024-01-09
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Peoria, AZ
  Orland Park, IL
  Oak Brook, IL
  Phoenix, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: INSURANCE PRODUCER LICENSE POSITION: N/A START DATE: 09/2022 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2015-07-24

Other Names

• Ryan Joseph Richmond
• Ryan J Richmond
• Ryan Richmond