Anthony James Weringer

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

• 11/2015 → 10/2018
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2019 → 07/2019
  Usaa And Randstad
  Phoenix, AZ
• 07/2019 → 01/2020
  Snell & Wilmer
  Phoenix, AZ
• 01/2020 → 09/2022
  Brooklight Place Securities
  Fountain Hills, AZ
• 10/2018 → 05/2019
  Time Off
  Scottsdale, AZ
• 01/2021 → 09/2022
  Acrylic Financial, Inc
  Scottsdale, AZ
• 10/2022 → 05/2023
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 05/2023 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ

Previous Registrations

• 2022-11-18 → 2023-05-12
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
  Phoenix, AZ
• 2021-01-27 → 2022-11-14
  Acrylic Financial, Inc.
  Fountain Hills, AZ
  Scottsdale, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S66 Uniform Combined State Law Examination
  2021-01-12
• S63 Uniform Securities Agent State Law Examination
  2016-01-04

Other Names

• Anthony James Weringer
• Anthony Weringer