Samuel Zachary Fries

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

• 02/2024 → 12/2024
  Mml Investors Services, Llc
  Burlington, VT
• 09/2023 → 12/2024
  Massmutual Life Insurance Company
  Burlington, VT
• 08/2021 → 08/2022
  University Of Vermont
  Burlington, VT
• 04/2019 → 08/2021
  Education Week
  Chandler, AZ
• 08/2016 → 04/2019
  Sustainably Strong
  Washington, DC
• 03/2026 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 03/2026 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 01/2025 → 02/2026
  Unemployed
  Burlington, VT
• 08/2022 → 09/2023
  Unemployed
  Burlington, VT
• 03/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE POSITION: N/A START DATE: 06/2022 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: DC VEG RESTAURANT WEEK INVESTMENT-RELATED ADDRESS: WASHINGTON, DC NATURE OF BUSINESS: ANIMAL ADVOCACY NONPROFIT POSITION: BOARD MEMBER (PRESIDENT) START DATE: 08/2019 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OVERSEE BOARD FOR NONPROFIT

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-11-14
• S65 Uniform Investment Adviser Law Examination
  2025-10-21

Other Names

• Sammy Fries
• Samuel Fries