Zoe Shadzad Howard

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

• 07/2022 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 11/2021 → 03/2022
  Wells Fargo
  Charlotte, NC
• 01/2021 → 11/2021
  Wireless Vision
  Martinsburg, WV
• 03/2022 → 06/2022
  Unemployed
  Charlotte, NC
• 02/2017 → 01/2021
  Ameritel
  Martinsburg, WV
• 10/2014 → 02/2017
  Startek
  Lynchburg, VA
• 07/2022 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 05/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-05-19
• S63 Uniform Securities Agent State Law Examination
  2022-08-22

Other Names

• Zoe Shadzad
• Zoe Carolyn Shadzad
• Zoe Howard