Benjamin
Guerra Davis

Vanguard Advisers, Inc

CRD#7037507
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Benjamin Guerra Davis is a financial advisor based out of Scottsdale, Arizona who has 1 year of industry experience. Guerra Davis is currently employed by Vanguard Advisers, Inc. Throughout their career, Guerra Davis has worked at The Vanguard Group, Inc, Bank Of America Merrill Lynch, Crossmark, Allied Millennial Partners, Barcelona International Water Polo Academy, Arizona State University, University Of Arizona and Northland Preparatory Academy. Guerra Davis maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Arizona and Texas. Vanguard Advisers, Inc is an advisory business that has its headquarters in Malvern, PA. The firm has offices in 2,124 locations and a total of 2,124 people on staff. It administers $299 billion in assets across its 634,470 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 958 charities and foundations. Of its 634,470 accounts, just 6% are held by high-net-worth investors who have at least $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 management fee schedules usually depend on the financial services offered. However, fee types billed by Vanguard Advisers, Inc likely include 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 North 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

Benjamin Guerra Davis Work History

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

2021 - Present (3 years)

The Vanguard Group, Inc

2021 - 2021 (< 1 year)

Bank Of America Merrill Lynch

2019 - 2020 (1 year)

Crossmark

2019 - 2019 (< 1 year)

Arizona State University

2018 - 2018 (< 1 year)

Allied Millennial Partners

2017 - 2017 (< 1 year)

Barcelona International Water Polo Academy

2015 - 2021 (6 years)

University Of Arizona

2012 - 2015 (3 years)

Northland Preparatory Academy

*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 Benjamin Guerra Davis 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

Zachary Potter
Scottsdale, AZ
Austin Crass
Charlotte, NC
Julia Steele
Malvern, PA
Daniel Grady
Scottsdale, AZ
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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