Chelsea Rene Chartrand

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

• 01/2017 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2014 → 01/2017
  Argosy University
  Phoenix, AZ
• 07/2014 → 11/2025
  Self-Employed
  Phoenix, AZ
• 10/2020 → 09/2023
  Keller Williams Realty
  Scottsdale, AZ
• 09/2023 → Present
  Self-Employed
  Chandler, AZ
• 01/2017 → Present
  Vanguard Marketing Corp
  Scottsdale, AZ
• 03/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2021-12-02 → 2024-12-31
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2019-03-05 → 2021-05-25
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED INVESTMENT-RELATED ADDRESS: CHANDLER, AZ NATURE OF BUSINESS: REAL ESTATE AGENT POSITION: CONTRACTED WITH GO BIG LLC DBA KELLER WILLIAMS ARIZONA REALTY START DATE: 09/2023 APPROX. HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REALTOR

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-24
• S63 Uniform Securities Agent State Law Examination
  2017-02-22

Other Names

• Chelsea Chartrand