Bryan Joseph Smith

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

• 09/2022 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 02/2021 → 08/2022
  Wells Fargo
  Tempe, AZ
• 10/2018 → 02/2021
  Rhino Networks
  Scottsdale, AZ
• 09/2014 → 05/2017
  Arizona State University - Student Creative Services
  Tempe, AZ
• 09/2018 → 02/2021
  Js Real Estate
  Scottsdale, AZ
• 12/2018 → 02/2021
  Altman Plants
  Scottsdale, AZ
• 09/2017 → 12/2017
  Eagle Commercial Realty Services
  Phoenix, AZ
• 06/2017 → 08/2017
  Discover Financial Services
  Phoenix, AZ
• 12/2017 → 09/2018
  Unemployed / Student
  Scottsdale, AZ
• 08/2014 → 05/2018
  Arizona State University
  Tempe, AZ
• 04/2024 → Present
  Self Employed
  Tempe, AZ
• 09/2022 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 01/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED INVESTMENT-RELATED ADDRESS: TEMPE, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: CONTRACTED WITH HOME SMART START DATE: 04/2024 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: HELP CLIENTS BUY AND SELL PROPERTIES

Exams

• S66 Uniform Combined State Law Examination
  2024-12-27
• S63 Uniform Securities Agent State Law Examination
  2022-10-18

Other Names

• Bryan Smith