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Joseph Vincent Zangri

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7559147

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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 2023-07-06
TX RA APPROVED 2023-07-06
  • AZ RA
    APPROVED
    Since 2023-07-06
  • TX RA
    APPROVED
    Since 2023-07-06

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
University Of Illinois Urbana-Champaign Activities And Rec. Champaign IL 09/2021 04/2022
University Of Illinois Urbana-Champaign Champaign IL 08/2019 05/2022
Potbelly Corporation Willowbrook IL 05/2021 08/2021
Potbelly Corporation Champaign IL 08/2020 05/2021
Potbelly Corporation Willowbrook IL 06/2020 08/2020
Life Time, Inc Burr Ridge IL 06/2016 09/2019
University Of Illinois-Chicago Chicago IL 08/2018 05/2019
Hinsdale South High School Darien IL 08/2014 05/2018
Potbelly Corporation Willowbrook IL 12/2021 01/2022
Vanguard Marketing Corporation Scottsdale AZ 06/2022 Present
Vanguard Advisers, Inc. Scottsdale AZ 06/2023 Present
  • 06/2022 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 09/2021 → 04/2022
    University Of Illinois Urbana-Champaign Activities And Rec.
    Champaign, IL
  • 08/2019 → 05/2022
    University Of Illinois Urbana-Champaign
    Champaign, IL
  • 05/2021 → 08/2021
    Potbelly Corporation
    Willowbrook, IL
  • 08/2020 → 05/2021
    Potbelly Corporation
    Champaign, IL
  • 06/2020 → 08/2020
    Potbelly Corporation
    Willowbrook, IL
  • 06/2016 → 09/2019
    Life Time, Inc
    Burr Ridge, IL
  • 08/2018 → 05/2019
    University Of Illinois-Chicago
    Chicago, IL
  • 08/2014 → 05/2018
    Hinsdale South High School
    Darien, IL
  • 12/2021 → 01/2022
    Potbelly Corporation
    Willowbrook, IL
  • 06/2022 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 06/2023 → Present
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-26
  • S66 Uniform Combined State Law Examination
    2022-08-26
Other Names
  • Joe Vincent Zangri
  • Joseph Zangri

View on SEC IAPD

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