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Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-14 |
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snow Garrett Wealth Management | Weatherford | TX | 05/2018 | 12/2018 |
| Chappell Hill Investment Group | Belton | TX | 05/2012 | 12/2017 |
| Vietnam Center And Archive | Lubbock | TX | 02/2017 | 09/2017 |
| 1836 Heritage Llc | Phoenix | AZ | 01/2017 | 12/2020 |
| Texas Technical University | Lubbock | TX | 08/2015 | 12/2018 |
| Tfo Phoenix, Inc. | Phoenix | AZ | 01/2019 | 06/2021 |
| Adp Totalsource Co Xxi Tmd Wealth Management | Scottsdale | AZ | 06/2021 | 06/2024 |
| Kovitz Investment Group Partners, Llc | Scottsdale | AZ | 07/2024 | 12/2025 |
| Focus Operating Llc | Scottsdale | AZ | 01/2026 | 04/2026 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 04/2026 | Present |
| The Vanguard Group, Inc. | Scottsdale | AZ | 04/2026 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 07/2026 | Present |
NAME OF BUSINESS: TEXAS TECH UNIVERSITY PERSONAL FINANCIAL PLANNING ALUMNI BOARD ASSOCIATION INVESTMENT-RELATED ADDRESS: LUBBOCK, TX NATURE OF BUSINESS: VOLUNTEER POSITION: BOARD MEMBER START DATE: 01/2024 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: DUTIES: NETWORKING COMMITTEE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2019-04-25 |
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