Theodore Allen Steele

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 → 05/2024
  Self-Employed
  El Mirage, AZ
• 06/2024 → 12/2024
  Self-Employed
  El Mirage, AZ
• 11/2023 → 05/2024
  Heartland Payment Solutions
  Scottsdale, AZ
• 02/2023 → 10/2023
  Wafd Bank
  Goodyear, AZ
• 07/2021 → 11/2022
  Amerisave Mortgage
  El Mirage, AZ
• 09/2020 → 07/2021
  Quicken Loans
  Phoenix, AZ
• 07/2014 → 09/2020
  Connected Vehicle Optimization
  Phoenix, AZ
• 12/2024 → Present
  The Vanguard Group, Inc
  Scottsdale, AZ
• 08/2024 → 10/2024
  Randstad
  Scottsdale, AZ
• 11/2022 → 02/2023
  Unemployed
  El Mirage, AZ
• 11/2024 → 12/2024
  Amazon
  Litchfield Park, AZ
• 12/2024 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 05/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-05-27

Other Names

• Theodore Allen Steele
• Theodore Allen Steele
• Ted Allen Steele
• Teddy Allen Steele
• Theodore A Steele
• Theodore Steele
• Theodore A Steele
• Theodore Steele
• Ted A Steele
• Ted Steele
• Ted Allen Steele
• Ted A Steele
• Ted Steele
• Teddy A Steele
• Teddy Steele
• Teddy Allen Steele
• Teddy A Steele
• Teddy Steele