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Kyle Scott Houston

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7802276

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-07-30
TX RA APPROVED 2025-07-18
  • AZ RA
    APPROVED
    Since 2025-07-30
  • TX RA
    APPROVED
    Since 2025-07-18

Branch Locations

14321 North Northsight Blvd, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Llc Scottsdale AZ 08/2023 12/2023
Massmutual Life Insurance Co Scottsdale AZ 03/2022 12/2023
Jonic Glass Inc Phoenix AZ 05/2021 03/2022
Yard House Restaurant Scottsdale AZ 08/2018 04/2021
J & G Sales Prescott AZ 03/2017 08/2018
Annies Restaurant Cottonwood AZ 02/2013 03/2017
Yavapai Community College Prescott AZ 08/2016 05/2017
Scottsdale Community College Scottsdale AZ 05/2018 05/2019
Arizona State University Tempe AZ 08/2019 12/2021
The Vanguard Group, Inc. Scottsdale AZ 01/2024 Present
Vanguard Marketing Corporation Scottsdale AZ 01/2024 Present
Vanguard Advisers, Inc. Scottsdale AZ 07/2025 Present
  • 08/2023 → 12/2023
    Mml Investors Services, Llc
    Scottsdale, AZ
  • 03/2022 → 12/2023
    Massmutual Life Insurance Co
    Scottsdale, AZ
  • 05/2021 → 03/2022
    Jonic Glass Inc
    Phoenix, AZ
  • 08/2018 → 04/2021
    Yard House Restaurant
    Scottsdale, AZ
  • 03/2017 → 08/2018
    J & G Sales
    Prescott, AZ
  • 02/2013 → 03/2017
    Annies Restaurant
    Cottonwood, AZ
  • 08/2016 → 05/2017
    Yavapai Community College
    Prescott, AZ
  • 05/2018 → 05/2019
    Scottsdale Community College
    Scottsdale, AZ
  • 08/2019 → 12/2021
    Arizona State University
    Tempe, AZ
  • 01/2024 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2024 → Present
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 07/2025 → Present
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-17
S63 Uniform Securities Agent State Law Examination 2024-03-25
  • S66 Uniform Combined State Law Examination
    2025-07-17
  • S63 Uniform Securities Agent State Law Examination
    2024-03-25
Other Names
  • Kyle Houston

View on SEC IAPD

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