Best Investors
Account
Sign in
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 | 2025-02-14 |
| TX | RA | APPROVED | 2025-02-11 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2023 | Present |
| Westmec Community College | Phoenix | AZ | 08/2020 | 12/2020 |
| Shadow Mountain High School | Phoenix | AZ | 08/2018 | 05/2021 |
| Grand Canyon University | Phoenix | AZ | 08/2021 | 04/2023 |
| Paradise Valley, Rio Salado, & Maricopa Community Colleges | Phoenix | AZ | 08/2018 | 08/2021 |
| Grace Chen, Cpa | Phoenix | AZ | 06/2020 | 08/2020 |
| Sunrise Middle School | Phoenix | AZ | 08/2016 | 05/2018 |
| Mercury Mine Elementary School | Phoenix | AZ | 08/2012 | 05/2018 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 06/2023 | Present |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-11 |
Reach out to this advisor