Brent Nolan Oram

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

• 11/2022 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2017 → 05/2019
  Arizona State University
  Tempe, AZ
• 05/2019 → 10/2019
  Unemployed
  Phoenix, AZ
• 10/2019 → 12/2020
  Wells Fargo
  Tempe, AZ
• 01/2021 → 08/2021
  Nfm Lending
  Tempe, AZ
• 09/2021 → 12/2021
  Amerisave
  Phoenix, AZ
• 11/2021 → 01/2022
  Ups
  Tempe, AZ
• 01/2022 → 02/2022
  Cardnial Financial
  Tempe, AZ
• 02/2022 → 11/2022
  Unemployed
  Phoenix, AZ
• 08/2016 → 05/2017
  University Of Arizona
  Tucson, AZ
• 08/2014 → 05/2016
  Chandler Gilbert Community College
  Chandler, AZ
• 11/2022 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 04/2023 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-04-17

Other Names

• Brent Oram