Andrea Lupercio Ocampo

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

• 05/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2021 → 07/2022
  Staples
  Glendale, AZ
• 07/2022 → 12/2022
  Staples
  Phoenix, AZ
• 11/2023 → Present
  Amazon
  Phoenix, AZ
• 08/2017 → 05/2021
  Glenview College Preperatory High School
  Glendale, AZ
• 09/2021 → 04/2025
  Grand Canyon University
  Phoenix, AZ
• 02/2023 → 07/2023
  Self-Employed
  Glendale, AZ
• 08/2015 → 05/2017
  Barcelona Middle School
  Glendale, AZ
• 05/2021 → 09/2021
  Unemployed
  Glendale, AZ
• 05/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 07/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: AMAZON NON-INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: RETAIL/SERVICE POSITION: WAREHOUSE ASSOCIATE START DATE: 11/2023 APPROX. HOURS/MONTH: 80 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRACK AND FULFILL ORDERS, INSPECT ITEMS FOR DAMAGES

Exams

• S66 Uniform Combined State Law Examination
  2026-07-23
• S63 Uniform Securities Agent State Law Examination
  2025-07-28

Other Names

• Andrea Lupercio
• Andrea Ocampo