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Tristan Michael Lamb

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7732950

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-13
TX RA APPROVED 2026-08-12
  • AZ RA
    APPROVED
    Since 2026-08-13
  • TX RA
    APPROVED
    Since 2026-08-12

Branch Locations

14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 05/2023 Present
Axosoft Scottsdale AZ 07/2021 05/2023
Unemployed Rexburg ID 05/2020 07/2021
Joseph A Bank Mesa AZ 01/2020 08/2020
Brigham Young University Idaho Rexburg ID 07/2018 12/2021
Unemployed San Antonio TX 07/2016 07/2018
Gitkraken Scottsdale AZ 07/2020 04/2022
Vanguard Marketing Corporation Scottsdale AZ 05/2023 Present
Vanguard Advisers, Inc. Scottsdale AZ 08/2026 Present
  • 05/2023 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 07/2021 → 05/2023
    Axosoft
    Scottsdale, AZ
  • 05/2020 → 07/2021
    Unemployed
    Rexburg, ID
  • 01/2020 → 08/2020
    Joseph A Bank
    Mesa, AZ
  • 07/2018 → 12/2021
    Brigham Young University Idaho
    Rexburg, ID
  • 07/2016 → 07/2018
    Unemployed
    San Antonio, TX
  • 07/2020 → 04/2022
    Gitkraken
    Scottsdale, AZ
  • 05/2023 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 08/2026 → Present
    Vanguard Advisers, Inc.
    Scottsdale, AZ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-07-31
  • S63 Uniform Securities Agent State Law Examination
    2023-07-31
Designations
  • Certified Financial Planner
Other Names
  • Tristan Lamb

View on SEC IAPD

Nearby Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC

Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN

Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

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