Houston Avery Potts

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

• 08/2022 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2022 → 10/2022
  Self-Employed
  Tempe, AZ
• 09/2019 → 01/2023
  Town Of Gilbert
  Gilbert, AZ
• 01/2016 → 09/2020
  Self-Employed
  Gilbert, AZ
• 01/2016 → 05/2018
  Thatcher School District
  Thatcher, AZ
• 05/2017 → 08/2017
  Sequoia Charter Schools
  Mesa, AZ
• 08/2018 → 09/2019
  Sequoia Charter Schools
  Mesa, AZ
• 01/2016 → 05/2018
  Eastern Arizona College
  Thatcher, AZ
• 09/2018 → 12/2020
  Arizona State University
  Phoenix, AZ
• 05/2018 → 08/2018
  Chandler Gilbert Community College
  Chandler, AZ
• 08/2022 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 10/2022 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 05/2026 → Present
  Freestone Recreation Center
  Gilbert, AZ

Other Businesses

NAME OF BUSINESS: FREESTONE RECREATION CENTER NON-INVESTMENT-RELATED ADDRESS: GILBERT, AZ NATURE OF BUSINESS: RECREATION SERVICES POSITION: RECREATION LEADER START DATE: 05/2026 APPROXIMATE HOURS/MONTH: 40 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SIGN UP AND CHECK PATRONS MEMBERSHIP STATUS, CLEAN WEIGHT EQUIPMENT

Exams

• S66 Uniform Combined State Law Examination
  2022-10-06

Other Names

• Houston Potts