Kara Elizabeth Connolly

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

• 01/2022 → 08/2024
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2011 → 05/2018
  Anthem Preparatory Academy
  Anthem, AZ
• 06/2016 → 05/2018
  Anthem Golf And Country Club
  Anthem, AZ
• 05/2018 → 08/2018
  Enclave Senior Living At Anthem
  Anthem, AZ
• 08/2018 → 12/2021
  The University Of Arizona
  Tucson, AZ
• 01/2019 → 05/2019
  Sauce Pizza And Wine
  Tucson, AZ
• 05/2019 → 08/2019
  Sauce Pizza And Wine
  Phoenix, AZ
• 08/2019 → 12/2019
  Sauce Pizza And Wine
  Tucson, AZ
• 12/2019 → 01/2020
  Sauce Pizza And Wine
  Phoenix, AZ
• 01/2020 → 03/2020
  Sauce Pizza And Wine
  Tucson, AZ
• 04/2020 → 05/2020
  Enclave Senior Living At Anthem
  Anthem, AZ
• 05/2020 → 08/2020
  Enterprise Rent-A-Car
  Phoenix, AZ
• 08/2020 → 05/2021
  Enterprise Rent-A-Car
  Tucson, AZ
• 06/2021 → 08/2021
  Charles Schwab
  Anthem, AZ
• 08/2024 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S66 Uniform Combined State Law Examination
  2023-05-17
• S63 Uniform Securities Agent State Law Examination
  2022-03-18

Other Names

• Kara Connolly