Best Investors
Account
Sign in
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 | 2025-07-30 |
| TX | RA | APPROVED | 2025-07-17 |
Branch Locations
14321 North Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 05/2023 | Present |
| Self Employed | Phoenix | AZ | 12/2017 | 05/2023 |
| Desert Financial Credit Union | Phoenix | AZ | 01/2015 | 12/2017 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 05/2023 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 07/2025 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: Self Emplyed NON-INVESTMENT RELATED ADDRESS (City/State):Phoenix, AZ NATURE OF BUSINESS: e-Commerce POSITION: Self Employed START DATE (Month/Year): 01/01/2018 APPROXIMATE HOURS PER MONTH: 5 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: Selling items on eBay
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-31 |
Reach out to this advisor