Bryson
Fisher

Vanguard Advisers, Inc

CRD#5676494
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Bryson Fisher is a certified financial planner who works out of Scottsdale, Arizona with 3 years of relevant experience. Fisher works at Vanguard Advisers, Inc. Over the course of their career, they have held roles at Axa Advisors, LLC, Usaa Financial Planning Services, Usaa Financial Advisors Inc, Usaa Investment Services Company and The Vanguard Group, Inc. Fisher has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona and Texas. Vanguard Advisers, Inc is a registered investment company based in Malvern, PA. The firm has offices in 2,124 locations and a total of 2,124 people on staff. It oversees $299 billion in assets under management among its 634,470 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 958 charitable organizations. Of its 634,470 customer accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm performs a broad range 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 advisory fees typically are based on the services offered. However, fees charged by Vanguard Advisers, Inc most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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 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

Bryson Fisher Work History

Bryson has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

The Vanguard Group, Inc

2020 - 2020 (< 1 year)

Usaa Investment Services Company

2016 - 2018 (2 years)

Usaa Financial Planning Services

2016 - 2020 (4 years)

Usaa Financial Advisors Inc

2009 - 2016 (7 years)

Axa Advisors, LLC

*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 Bryson Fisher 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

Austin Crass
Charlotte, NC
Anna Grimes
Malvern, PA
Julia Steele
Malvern, PA
Daniel Grady
Scottsdale, AZ
Trent Moore
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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