Zachary Ellis Bagley

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

• 06/2023 → 08/2025
  The Vanguard Group, Inc.
  Plano, TX
• 09/2019 → 05/2023
  University Of Wisconsin - Madison
  Madison, WI
• 09/2022 → 05/2023
  University Of Wisconsin - System
  Madison, WI
• 06/2022 → 08/2022
  Mws Capital
  Glenview, IL
• 05/2018 → 06/2022
  Fairways Of Woodside Golf Course
  Sussex, WI
• 02/2018 → 04/2019
  Weedman Lawncare
  Brookfield, WI
• 08/2017 → 12/2017
  Meijer
  Sussex, WI
• 09/2015 → 06/2019
  Sussex Hamilton Highschool
  Sussex, WI
• 02/2022 → 03/2022
  Self Employed
  Madison, WI
• 08/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 08/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: TRUSTEE FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: FIDUCIARY POSITION: TRUSTEE START DATE: 12/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY DUTIES

Exams

• S66 Uniform Combined State Law Examination
  2025-02-13
• S63 Uniform Securities Agent State Law Examination
  2023-08-11

Other Names

• Zac Ellis Bagley
• Zachary E Bagley
• Zachary Bagley
• Zac Bagley