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Natalie Michaela Rossi

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 6836599

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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 2021-11-05
TX RA APPROVED 2021-11-01
  • AZ RA
    APPROVED
    Since 2021-11-05
  • TX RA
    APPROVED
    Since 2021-11-01

Branch Locations

14321 North 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 07/2017 Present
Beyond Pink Spokane, Inc. Spokane WA 03/2016 05/2017
Keytronicems Spokane Valley WA 06/2016 11/2016
Gonzaga University Spokane WA 08/2013 05/2017
Chgs Llc Scottsdale AZ 01/2025 10/2025
Vanguard Marketing Corporation Scottsdale AZ 07/2017 Present
Vanguard Advisers Scottsdale AZ 11/2021 Present
  • 07/2017 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 03/2016 → 05/2017
    Beyond Pink Spokane, Inc.
    Spokane, WA
  • 06/2016 → 11/2016
    Keytronicems
    Spokane Valley, WA
  • 08/2013 → 05/2017
    Gonzaga University
    Spokane, WA
  • 01/2025 → 10/2025
    Chgs Llc
    Scottsdale, AZ
  • 07/2017 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 11/2021 → Present
    Vanguard Advisers
    Scottsdale, AZ
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: FOUNTAIN HILLS, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 10/2025 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-29
S63 Uniform Securities Agent State Law Examination 2017-09-06
  • S66 Uniform Combined State Law Examination
    2021-10-29
  • S63 Uniform Securities Agent State Law Examination
    2017-09-06
Other Names
  • Natalie Michaela Hoebing
  • Natalie Hoebing
  • Natalie Rossi

View on SEC IAPD

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