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Elanie Sky Wilson

Vanguard Advisers, Inc.

Scottsdale, AZ

CRD 7876283

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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 2024-11-12
TX RA APPROVED 2024-11-11
  • AZ RA
    APPROVED
    Since 2024-11-12
  • TX RA
    APPROVED
    Since 2024-11-11

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
The Vanguard Group, Inc. Scottsdale AZ 07/2024 Present
Randstad Scottsdale AZ 04/2024 06/2024
Unemployed Phoenix AZ 01/2022 04/2024
Porter Labs Inc. Phoenix AZ 11/2021 01/2022
Ylopo Llc Phoenix AZ 03/2019 11/2021
Yelp Inc. Scottsdale AZ 02/2018 03/2019
The Leadership Program New York NY 10/2017 01/2018
Freehold New York NY 07/2016 04/2017
Unemployed New York NY 04/2017 10/2017
The Leadership Program New York NY 10/2016 11/2016
  • 07/2024 → Present
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 04/2024 → 06/2024
    Randstad
    Scottsdale, AZ
  • 01/2022 → 04/2024
    Unemployed
    Phoenix, AZ
  • 11/2021 → 01/2022
    Porter Labs Inc.
    Phoenix, AZ
  • 03/2019 → 11/2021
    Ylopo Llc
    Phoenix, AZ
  • 02/2018 → 03/2019
    Yelp Inc.
    Scottsdale, AZ
  • 10/2017 → 01/2018
    The Leadership Program
    New York, NY
  • 07/2016 → 04/2017
    Freehold
    New York, NY
  • 04/2017 → 10/2017
    Unemployed
    New York, NY
  • 10/2016 → 11/2016
    The Leadership Program
    New York, NY
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-08
  • S66 Uniform Combined State Law Examination
    2024-11-08
Other Names
  • Lani Sky Wilson
  • Lani Wilson
  • Elanie Wilson
  • Lani S Wilson
  • Elanie S Wilson

View on SEC IAPD

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