Adam Matthew Tolbert

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

• 11/2021 → 12/2021
  Principal Life Insurance Company
  Fresno, CA
• 11/2021 → 12/2021
  Principal Securities Inc
  Fresno, CA
• 06/2021 → 11/2021
  Unemployed
  Visalia, CA
• 07/2019 → 06/2021
  Air Methods
  Fresno, CA
• 12/2018 → 06/2019
  Unemployed
  Scottsdale, AZ
• 01/2016 → 11/2018
  Blood Systems Inc
  Scottsdale, AZ
• 01/2022 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2022 → Present
  Self-Employed
  Peoria, AZ
• 01/2022 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 01/2022 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2021-12-08 → 2021-12-13
  Principal Securities, Inc.
  Fresno, CA

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: PEORIA, AZ NATURE OF BUSINESS: E-COMMERCE POSITION: OWNER START DATE: 01/2022 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES

Exams

• S66 Uniform Combined State Law Examination
  2021-12-07

Other Names

• Adam Tolbert
• Adam Matthew Tolbert