Allison Marie Erena

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

• 06/2023 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2022 → 08/2022
  Randstad
  Scottsdale, AZ
• 05/2021 → 05/2023
  Yah Agency
  Tempe, AZ
• 08/2020 → 05/2023
  Arizona State University
  Tempe, AZ
• 05/2018 → 08/2021
  Blairwood Tennis, Swim & Fitness Club
  Louisville, KY
• 05/2017 → 07/2017
  Kentuckiana Pool Management
  Louisville, KY
• 08/2015 → 05/2019
  Sacred Heart Academy
  Louisville, KY
• 08/2019 → 05/2023
  Arizona State University
  Tempe, AZ

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
  2023-08-18

Other Names

• Alli Erena
• Allison Erena