Brian
Libby

Vanguard Advisers, Inc

CRD#6663787
Investment Advisor
in Scottsdale, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brian Libby is a financial advisor working in Scottsdale, Arizona with a total of 6 years of industry experience. Libby works at Vanguard Advisers, Inc. Over the course of their career, Libby has held roles at The Vanguard Group, Inc, Bank Of America Merrill Lynch, Amicus Financial Advisors, Lubbock County, Tucanos Brazilian Grill, Hyatt Regency - Tamaya Resort, Texas Tech University, Brigham Young University and Mcgirr Law, Pllc. Libby has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Arizona and Texas. Vanguard Advisers, Inc is a financial advisory business based in Malvern, PA. It has offices in 2,124 locations and a total of 2,124 employees. It has $299 billion in assets among its 634,470 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 958 charities and foundations. Of its 634,470 accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets available to invest. Vanguard Advisers, Inc performs a broad assortment of services, such as 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 typically depend on which services the firm provides the client. Fee types charged by Vanguard Advisers, Inc may include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Brian Libby Work History

Brian has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

The Vanguard Group, Inc

2019 - 2020 (1 year)

Mcgirr Law, Pllc

2016 - 2016 (< 1 year)

Bank Of America Merrill Lynch

2015 - 2016 (1 year)

Amicus Financial Advisors

2015 - 2016 (1 year)

Lubbock County

2014 - 2014 (< 1 year)

Tucanos Brazilian Grill

2014 - 2017 (3 years)

Texas Tech University

2013 - 2013 (< 1 year)

Hyatt Regency - Tamaya Resort

2010 - 2014 (4 years)

Brigham Young University

*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 Brian Libby 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
Anna Grimes
Malvern, PA
Julia Steele
Malvern, PA
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started