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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 | 2023-08-21 |
| TX | RA | APPROVED | 2023-08-21 |
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 |
| Brigham Young University | Provo | UT | 08/2020 | 05/2023 |
| Corient Capital Partners | Newport Beach | CA | 06/2022 | 08/2022 |
| Doterra | Pleasant Grove | UT | 07/2020 | 04/2021 |
| Squeeze Media | American Fork | UT | 01/2020 | 07/2020 |
| Salt Lake Community College | Salt Lake City | UT | 01/2019 | 08/2020 |
| Church Of Jesus Christ Of Latter Day Saints | Scarsdale | NY | 01/2017 | 01/2019 |
| Brigham Young University Hawaii | Laie | HI | 07/2016 | 01/2017 |
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 | 2023-08-18 |
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