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Ian William Wilson

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7548832

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-09-27
TX RA APPROVED 2023-08-29
  • AZ RA
    APPROVED
    Since 2023-09-27
  • TX RA
    APPROVED
    Since 2023-08-29

Branch Locations

14321 North Northsight Blvd, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 06/2022 Present
Arizona State University Tempe AZ 08/2018 05/2022
Highland High School Gilbert AZ 08/2014 05/2018
Sauce Pizza And Wine Mesa AZ 07/2017 10/2019
Sauce Pizza And Wine Tempe AZ 10/2019 05/2021
Edupoint Educational Systems Mesa AZ 05/2021 12/2021
Vanguard Advisers, Inc. Scottsdale AZ 08/2023 Present
Vanguard Marketing Corporation Scottsdale AZ 06/2022 Present
  • 06/2022 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2018 → 05/2022
    Arizona State University
    Tempe, AZ
  • 08/2014 → 05/2018
    Highland High School
    Gilbert, AZ
  • 07/2017 → 10/2019
    Sauce Pizza And Wine
    Mesa, AZ
  • 10/2019 → 05/2021
    Sauce Pizza And Wine
    Tempe, AZ
  • 05/2021 → 12/2021
    Edupoint Educational Systems
    Mesa, AZ
  • 08/2023 → Present
    Vanguard Advisers, Inc.
    Scottsdale, AZ
  • 06/2022 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-24
  • S66 Uniform Combined State Law Examination
    2022-08-24
Other Names
  • Ian W Wilson
  • Ian Wilson

View on SEC IAPD

Nearby Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC

Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN

Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

More in Scottsdale, AZ

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