Allison Nicole Gerard Nguyen

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

• 08/2023 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2021 → 12/2024
  Self Employed
  Glendale, AZ
• 08/2022 → 05/2023
  Glendale Union High School District
  Phoenix, AZ
• 05/2014 → 06/2021
  Az Cornerstone Realty Llc
  Glendale, AZ
• 03/2022 → 05/2022
  Self Employed
  Glendale, AZ
• 01/2022 → 10/2022
  Self Employed
  Phoenix, AZ
• 08/2020 → 05/2021
  Glendale Union High School District
  Phoenix, AZ
• 01/2022 → Present
  Allison Nguyen Realtor Pllc
  Glendale, AZ
• 02/2022 → Present
  3070 Cattail Cove Llc
  Glendale, AZ
• 11/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 11/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: ALLISON NGUYEN REALTOR PLLC INVESTMENT RELATED ADDRESS: GLENDALE, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: OWNER START DATE: 01/2022 APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LLC NOT CURRENTLY BEING USED NAME OF BUSINESS: 3070 CATTAIL COVE LLC INVESTMENT RELATED ADDRESS: GLENDALE, AZ NATURE OF BUSINESS: RENTAL PROPERTY POSITION: OWNER START DATE: 02/2022 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: NO DUTIES

Exams

• S66 Uniform Combined State Law Examination
  2023-10-30

Other Names

• Allison Nicole Gerard
• Allie Nguyen
• Allison N Nguyen
• Allison Nicole Gerard-Nguyen