Caleigh
Mcdonough

Vanguard Advisers, Inc

CRD#7156484
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Caleigh Mcdonough is a financial advisor based in Scottsdale, Arizona with 1 year of relevant experience. Mcdonough is currently employed by Vanguard Advisers, Inc. Throughout their career, Mcdonough has worked at The Vanguard Group, Inc, Crosspoint Wealth Partners, Freddie Mac, Voya Financial, United States Soccer Federation, Macado'S, Topkick Martial Arts, Virginia Tech, Freedom High School, Lunsford Middle School and Prague University Of Economics And Business. Mcdonough holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, Texas and Virginia. Vanguard Advisers, Inc is an advisory business based in Malvern, PA. It has offices in 2,124 locations and a total of 2,124 financial advisors. It oversees $299 billion in assets under management among its 634,470 customer accounts, placing it among the biggest financial advisory 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 more than $1 million in investable assets. Vanguard Advisers, Inc offers 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. A financial advisor's fee schedules largely vary depending on the services offered. However, fees charged by Vanguard Advisers, Inc most likely are comprised 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 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

Caleigh Mcdonough Work History

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

2022 - Present (2 years)

The Vanguard Group, Inc

2021 - 2022 (1 year)

Crosspoint Wealth Partners

2020 - 2021 (1 year)

Freddie Mac

2020 - 2020 (< 1 year)

Prague University Of Economics And Business

2019 - 2019 (< 1 year)

Voya Financial

2019 - 2019 (< 1 year)

Macado'S

2018 - 2022 (4 years)

Virginia Tech

2015 - 2019 (4 years)

United States Soccer Federation

2015 - 2018 (3 years)

Topkick Martial Arts

2014 - 2018 (4 years)

Freedom High School

2011 - 2014 (3 years)

Lunsford Middle School

*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 Caleigh Mcdonough 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

Ashley Rosales
Charlotte, NC
Anthony Berumen
Scottsdale, AZ
Jonathan Kahrs
Malvern, PA
Nathan Spear
Charlotte, NC
Walter Bay
Charlotte, NC
William Mcbride
Malvern, PA
Anna Grimes
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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