Bryce
Dawson
Vanguard Advisers, Inc
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About this Advisor
Bryce Dawson is a financial advisor who works in Scottsdale, Arizona, who has 1 year of industry experience. Dawson currently works for Vanguard Advisers, Inc. Their career trajectory has included roles at Fidelity Brokerage Services LLC, Ubs Financial Services, Wilmington Trust, Regions Bank, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Alimar Security, Key Private Bank and The Vanguard Group, Inc. Dawson maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to serve investors in Arizona and Texas. Vanguard Advisers, Inc is an advisory company operating out of Malvern, PA. The company has offices in 2,124 locations and a total of 2,124 financial advisors. It controls $299 billion in assets under management among its 634,470 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 958 charities and foundations. Of its 634,470 client accounts, just 6% belong to high-net-worth individuals who have at least $1 million in assets. Vanguard Advisers, Inc provides a diverse array 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. A financial advisor's fees largely are based on which service is offered. However, fee types billed by Vanguard Advisers, Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
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
Bryce Dawson Work History
Bryce has been registered as a financial advisor for 1 years.*
The Vanguard Group, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Fidelity Brokerage Services LLC
Ubs Financial Services
Alimar Security
Key Private Bank
Regions Bank
Wilmington Trust
*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 Bryce Dawson 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
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Malvern, PA
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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