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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-24 |
| TX | RA | APPROVED | 2023-08-21 |
Branch Locations
14321 North Northsight Blvd., Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2023 | Present |
| Desert Mountain High School | Scottsdale | AZ | 08/2015 | 06/2019 |
| Arizona State University | Tempe | AZ | 08/2019 | 05/2023 |
| Peter Piper Pizza | Scottsdale | AZ | 05/2016 | 05/2017 |
| Dicks Sporting Goods | Scottsdale | AZ | 05/2019 | 05/2020 |
| Alpha Squared Capital | Scottsdale | AZ | 08/2020 | 01/2021 |
| Self-Employed | Tempe | AZ | 01/2021 | 01/2023 |
| Randstad | Scottsdale | AZ | 06/2022 | 08/2022 |
| Dicks Sporting Goods | Las Vegas | NV | 05/2020 | 06/2020 |
| Self-Employed | Scottsdale | AZ | 04/2024 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 06/2023 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 08/2023 | Present |
| Dc Ranch Tax Strategies, Llc | Scottsdale | AZ | 01/2026 | Present |
NAME OF BUSINESS: SELF-EMPLOYED INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: CONTRACTED WITH HOME SMART START DATE: 04/2024 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BUY AND SELL PROPERTIES NAME OF BUSINESS: DC RANCH TAX STRATEGIES, LLC NON-INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: TAX PREPARATION POSITION: OWNER START DATE: 01/2026 APPROXIMATE HOURS/MONTH: 15 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TAX PREPARATION SERVICE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-18 |
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