Zachary Stephen Mcconville

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

• 05/2016 → 01/2017
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2017 → 02/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 02/2022 → 08/2023
  Fidelity Investments
  Scottsdale, AZ
• 02/2024 → 09/2024
  Transamerica Investors Securities Corporation
  Phoenix, AZ
• 02/2024 → 09/2024
  Transamerica Life Insurance Company
  Phoenix, AZ
• 08/2023 → 02/2024
  Unemployed
  Phoenix, AZ
• 09/2024 → 08/2025
  Morgan Stanley
  Gilbert, AZ
• 11/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 11/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2024-09-30 → 2025-09-03
  Morgan Stanley
  Gilbert, AZ
• 2024-03-05 → 2024-10-01
  Transamerica Retirement Advisors, Llc
  Phoenix, AZ
• 2022-04-26 → 2023-09-07
  Fidelity Personal And Workplace Advisors
  Scottsdale, AZ
• 2021-07-16 → 2022-03-07
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-07-14
• S63 Uniform Securities Agent State Law Examination
  2017-03-01

Other Names

• Zach Mcconville
• Zachary Mcconville
• Zachary Stephen Mcconville
• Zachary S Mcconville