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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 | 2026-06-11 |
| TX | RA | APPROVED_RES | 2026-06-05 |
Branch Locations
14321 N Northsight Blvd, Scottsdale, AZ 85260 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 04/2026 | Present |
| Vanguard Marketing Corporation | Scottsdale | AZ | 04/2026 | Present |
| Shamrock Foods Company | Phoenix | AZ | 09/2024 | 02/2026 |
| Morgan Stanley, Smith, Barney, Llc | Gilbert | AZ | 10/2023 | 08/2024 |
| Wells Fargo Bank, Na | Phoenix | AZ | 08/2023 | 10/2023 |
| Bimbo Bakeries Usa | Phoenix | AZ | 10/2022 | 07/2023 |
| Shamrock Foods Company | Phoenix | AZ | 05/2016 | 10/2022 |
| Vanguard Advisers, Inc. | Scottsdale | AZ | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-12 |
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