Kyle Gregory Richard

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

• 06/2024 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 10/2023 → 03/2024
  At&T
  Dallas, TX
• 10/2016 → 02/2017
  Self-Employed
  Mesa, AZ
• 03/2017 → 01/2023
  Self-Employed
  Peoria, AZ
• 07/2014 → 11/2021
  Paypal
  Chandler, AZ
• 01/2023 → Present
  Self-Employed
  Gilbert, AZ
• 08/2018 → Present
  University Of Phoenix
  Phoenix, AZ
• 04/2022 → Present
  R&B Snack Solutions, Llc
  Chandler, AZ
• 04/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 06/2024 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED INVESTMENT-RELATED ADDRESS: SAN TAN VALLEY, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: CONTRACTED WITH KELLER WILLIAMS INTEGRITY FIRST REALTY START DATE: 01/2023 APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: AGENT NAME OF BUSINESS: R&B SNACK SOLUTIONS, LLC NON-INVESTMENT-RELATED ADDRESS: CHANDLER, AZ NATURE OF BUSINESS: LLC - VENDING MACHINES POSITION: OWNER START DATE: 04/2022 APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DAILY OPERATIONS MANAGEMENT

Exams

• S66 Uniform Combined State Law Examination
  2026-03-17
• S63 Uniform Securities Agent State Law Examination
  2024-08-27

Other Names

• Kyle G Richard