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Valentin Duran

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7724332

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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
TX RA APPROVED_RES 2025-09-11
AZ RA APPROVED 2025-09-10
  • TX RA
    APPROVED_RES
    Since 2025-09-11
  • AZ RA
    APPROVED
    Since 2025-09-10

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • 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
2B Wireless Phoenix AZ 06/2016 07/2017
Unemployed Mesa AZ 07/2017 10/2017
Conns Home Plus Phoenix AZ 10/2017 09/2018
Ziprecruiter Tempe AZ 10/2018 03/2019
Unemployed Tempe AZ 03/2019 10/2019
Oscar Health Tempe AZ 10/2019 12/2021
Carmax Auto Superstore Tempe AZ 12/2021 09/2022
Ttec Tempe AZ 01/2023 03/2023
Unemployed Mesa AZ 09/2022 01/2023
Self Employed Tempe AZ 08/2023 09/2023
Self-Employed Maricopa AZ 02/2025 Present
Vanguard Advisers, Inc. Scottsdale AZ 09/2025 Present
Vanguard Marketing Corporation Scottsdale AZ 05/2023 Present
  • 05/2023 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 06/2016 → 07/2017
    2B Wireless
    Phoenix, AZ
  • 07/2017 → 10/2017
    Unemployed
    Mesa, AZ
  • 10/2017 → 09/2018
    Conns Home Plus
    Phoenix, AZ
  • 10/2018 → 03/2019
    Ziprecruiter
    Tempe, AZ
  • 03/2019 → 10/2019
    Unemployed
    Tempe, AZ
  • 10/2019 → 12/2021
    Oscar Health
    Tempe, AZ
  • 12/2021 → 09/2022
    Carmax Auto Superstore
    Tempe, AZ
  • 01/2023 → 03/2023
    Ttec
    Tempe, AZ
  • 09/2022 → 01/2023
    Unemployed
    Mesa, AZ
  • 08/2023 → 09/2023
    Self Employed
    Tempe, AZ
  • 02/2025 → Present
    Self-Employed
    Maricopa, AZ
  • 09/2025 → Present
    Scottsdale, AZ
  • 05/2023 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: MARICOPA, AZ NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH DOORDASH START DATE: 02/2025 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-05
S63 Uniform Securities Agent State Law Examination 2023-09-05
  • S66 Uniform Combined State Law Examination
    2025-09-05
  • S63 Uniform Securities Agent State Law Examination
    2023-09-05
Other Names
  • Valentin Duran

View on SEC IAPD

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