Adam
Tolbert

Vanguard Advisers, Inc

CRD#7466805
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Adam Tolbert is a financial advisor who works in Scottsdale, Arizona with a total of 1 year of relevant experience. Tolbert works at Vanguard Advisers, Inc. Over the course of their career, they have held roles at Principal Life Insurance Company, Principal Securities Inc, Air Methods, Blood Systems Inc, Bloodsource and The Vanguard Group, Inc. Tolbert maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Arizona and Texas. Vanguard Advisers, Inc is a business that has its headquarters in Malvern, PA. The company has offices in 2,124 locations and a total of 2,124 employees. It manages $299 billion in assets between its 634,470 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 958 charities and foundations. Of its 634,470 client accounts, just 6% are held by high-net-worth investors who have greater than $1 million in assets. Vanguard Advisers, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely are based on the type of services provided. Fees billed by Vanguard Advisers, Inc can consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14321 N. Northsight Blvd.
Scottsdale, AZ 85260

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Vanguard Advisers, Inc Brokerage Details

Total Assets Under Management

$299,191,714,649

AZ Average: $15,833,994,310
Total Number of Employees

2,124

AZ Average: 41
Total Number of Accounts

634,470

AZ Average: 3,342
Average Account Size

$471,562

AZ Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Adam Tolbert Work History

Adam has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

The Vanguard Group, Inc

2021 - 2021 (< 1 year)

Principal Life Insurance Company

2021 - 2021 (< 1 year)

Principal Securities Inc

2019 - 2021 (2 years)

Air Methods

2016 - 2018 (2 years)

Blood Systems Inc

2012 - 2016 (4 years)

Bloodsource

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Tolbert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vanguard Advisers, Inc

Trent Moore
Scottsdale, AZ
Alfonso Hoggard
Malvern, PA
Daniel Grady
Scottsdale, AZ
Austin Crass
Charlotte, NC
Charles Rainey
Scottsdale, AZ
William Mcbride
Malvern, PA
John Eyen
Malvern, PA
Michael Raleigh
Malvern, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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