Nathan Paul Merrill

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

• 04/2013 → 03/2019
  Fidelity Personal And Workplace Advisors
  Phoenix, AZ
• 06/2019 → 06/2021
  Financial Engines Advisors L.L.C.
  Phoenix, AZ
• 03/2019 → 06/2019
  Unemployed
  Queen Creek, AZ
• 01/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2021 → 04/2023
  Unemployed
  Queen Creek, AZ
• 09/2023 → 10/2025
  Arizona Zd Llc Dba Zoom Drain Of Phoenix East Valley
  Queen Creek, AZ
• 07/2024 → 12/2024
  Randstad
  Scottsdale, AZ
• 05/2023 → 08/2023
  Self-Employed
  Queen Creek, AZ
• 01/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 07/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2019-06-25 → 2021-06-09
  Edelman Financial Engines
  Phoenix, AZ
• 2018-07-13 → 2019-03-27
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2012-06-04 → 2018-07-13
  Strategic Advisers Llc
  Gilbert, AZ
  Chandler, AZ
  Queen Creek, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-07-21
• S63 Uniform Securities Agent State Law Examination
  2025-03-28

Other Names

• Nate Merrill
• Nathan P Merrill
• Nathan Merrill