Timothy Paul Lee

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

• 02/2023 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2013 → Present
  Dillons Kc Bbq
  Peoria, AZ
• 07/2017 → 02/2023
  Desert Choice Schools
  El Mirage, AZ
• 01/2020 → 12/2022
  Arizona State University
  Tempe, AZ
• 08/2013 → 05/2018
  Glendale Community College
  Glendale, AZ
• 02/2026 → Present
  Vanguard Adviser's Inc.
  Scottsdale, AZ
• 02/2023 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ

Other Businesses

Name of Business: DILLONS KC BBQ NON-INVESTMENT-RELATED ADDRESS: PEORIA, AZ NATURE OF BUSINESS: FOOD INDUSTRY POSITION: SERVER START DATE: 09/2013 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SERVING/WAITING TABLES

Exams

• S66 Uniform Combined State Law Examination
  2026-02-02
• S63 Uniform Securities Agent State Law Examination
  2023-05-12

Other Names

• Tim Lee
• Timothy Lee
• Timothy P Lee
• Timothy P Lee