Zachary Stephen Adam

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

• 07/2024 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 03/2024 → 06/2024
  Corvus Wealth Advisors
  San Luis Obispo, CA
• 04/2018 → 09/2020
  Fairmont Scottsdale Princess
  Scottsdale, AZ
• 07/2015 → 07/2017
  Desert Shadows Middle School
  Scottsdale, AZ
• 07/2017 → 08/2020
  Horizon High School
  Scottsdale, AZ
• 09/2020 → 06/2021
  California Polytechnic State University
  San Luis Obispo, CA
• 08/2023 → 03/2024
  Unemployed
  San Luis Obispo, CA
• 06/2023 → 08/2023
  Unemployed
  Scottsdale, AZ
• 08/2021 → 06/2022
  California Polytechnic State University
  San Luis Obispo, CA
• 08/2022 → 06/2023
  California Polytechnic State University
  San Luis Obispo, CA
• 06/2021 → 08/2021
  Unemployed
  Scottsdale, AZ
• 06/2022 → 08/2022
  Unemployed
  Scottsdale, AZ
• 07/2024 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 03/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-03-17
• S63 Uniform Securities Agent State Law Examination
  2024-09-26

Other Names

• Zachary S Adam
• Zach Adam
• Zach S Adam
• Zachary Adam