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Vanguard Advisers, Inc. CRD 106715
$345B regulatory AUM 89,430 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-22 |
| TX | RA | APPROVED | 2025-04-22 |
Branch Locations
14321 North Northsight Blvd, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2023 | 10/2023 |
| Barrett Real Estate | Gilbert | AZ | 12/2022 | 06/2023 |
| Barrett Financial Group, Llc | Gilbert | AZ | 08/2022 | 06/2023 |
| Travel + Leisure Co. | Phoenix | AZ | 04/2022 | 08/2022 |
| Performance Windows, Llc | Phoenix | AZ | 02/2022 | 04/2022 |
| Swift Transportation | Phoenix | AZ | 12/2021 | 02/2022 |
| Canyonwall, Llc | Springville | UT | 08/2021 | 12/2021 |
| Sp Foundation Corporation | Orem | UT | 05/2019 | 08/2021 |
| Clearlink | Orem | UT | 01/2019 | 05/2019 |
| Charleston's | Mesa | AZ | 03/2018 | 08/2018 |
| Unemployed | Morristown | NJ | 06/2016 | 03/2018 |
| Exp Realty | Mesa | AZ | 05/2022 | 12/2022 |
| Brigham Young University | Provo | UT | 08/2018 | 01/2019 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2025 | Present |
| Barrett Real Estate | Gilbert | AZ | 10/2023 | 01/2024 |
| Real Broker | Gilbert | AZ | 01/2024 | 04/2024 |
| Barrett Real Estate | Gilbert | AZ | 04/2024 | 05/2024 |
| Travel + Leisure Co. | Phoenix | AZ | 05/2024 | 09/2024 |
| Barrett Real Estate | Gilbert | AZ | 12/2024 | 03/2025 |
| Chandler Public Schools | Chandler | AZ | 04/2024 | 05/2024 |
| Mesa Public Schools | Mesa | AZ | 09/2024 | 12/2024 |
| Parker And Sons | Queen Creek | AZ | 11/2024 | 01/2025 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 03/2025 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 04/2025 | Present |
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-11 |
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