David Joseph Simpson

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

• 05/2023 → 08/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2021 → 01/2022
  Glendale Chamber
  Glendale, AZ
• 07/2015 → 07/2019
  Nordstrom Rack
  Peoria, AZ
• 11/2022 → 04/2023
  Scottsdale Marriott At Mcdowell Mountains
  Scottsdale, AZ
• 07/2019 → 05/2022
  Glendale Community College
  Glendale, AZ
• 07/2022 → 08/2022
  Federal Express
  Phoenix, AZ
• 10/2023 → 09/2024
  Rocket Mortgage
  Phoenix, AZ
• 11/2024 → 01/2025
  Desert Financial
  Phoenix, AZ
• 01/2025 → 02/2026
  Unemployed
  Peoria, AZ
• 05/2023 → 08/2023
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 03/2026 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 03/2026 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2015 → 12/2017
  Northern Arizona University
  Phoenix, AZ
• 06/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: PEORIA, AZ NATURE OF BUSINESS: INSURANCE LICENSE POSITION: N/A START DATE: 01/2026 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2026-05-29

Other Names

• David Simpson
• David J Simpson