Zachary Daniel Fantini

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

• 07/2024 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 03/2023 → 06/2024
  Siemens Healthineers
  Malvern, PA
• 06/2022 → 08/2022
  Fromer Eye Centers
  New York, NY
• 12/2020 → 01/2023
  J&A Medical Home Care
  Malvern, PA
• 08/2020 → 05/2024
  Lehigh University
  Bethlehem, PA
• 05/2014 → 05/2020
  Malvern Preparatory School
  Malvern, PA
• 07/2024 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 07/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-07-15
• S63 Uniform Securities Agent State Law Examination
  2024-09-24

Other Names

• Zachary D Fantini
• Zachary Fantini
• Zach Fantini