Best Investors
Account
Sign in
Best Investors
Account
Sign in
Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| AZ | RA | APPROVED | 2026-03-16 |
Branch Locations
14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Arizona | Tuscon | AZ | 08/2017 | 08/2021 |
| Stretchlab | Peoria | AZ | 09/2021 | 03/2023 |
| Planmember Securities Corporation | Scottsdale | AZ | 05/2022 | 04/2023 |
| One2One Wealth Strategies | Scottsdale | AZ | 04/2022 | 11/2025 |
| Lpl Financial Llc | Scottsdale | AZ | 04/2023 | 11/2025 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 02/2026 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 02/2026 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 02/2026 | Present |
| Unemployed | Goodyear | AZ | 08/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-28 |
Reach out to this advisor