Daniel
Grady

Vanguard Advisers, Inc

CRD#2309743
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Daniel Grady is a financial advisor based in Scottsdale, Arizona, working with Vanguard Advisers, Inc. Daniel has previously held positions at Milton Hershey School, Writway LLC, The Vanguard Group, Inc, and UCLA Extension. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Daniel is part of Vanguard Advisers, Inc, which operates out of Scottsdale, Arizona. The firm has 2,107 offices and 2,107 employees. The firm manages assets totaling $333.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Vanguard Advisers, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

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

$333,066,527,268

AZ Average: $15,833,994,310
Total Number of Employees

2,107

AZ Average: 41
Total Number of Accounts

804,462

AZ Average: 3,342
Average Account Size

$414,024

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

Daniel Grady Work History

2021 - Present (3 years)

The Vanguard Group, Inc

2019 - 2020 (1 year)

Ucla Extension

2017 - 2019 (2 years)

Milton Hershey School

2013 - 2019 (6 years)

Writway LLC

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Disclosures

Please visit the SEC profile of Daniel Grady 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

Carlos Benitez
Plano, TX
Jonathan Covington
Plano, TX
Justin Nnabuife
Plano, TX
Armand Noor
Malvern, PA
John Mackowski
Malvern, PA
Colin Sullivan
Malvern, PA
Michael Guaman
Plano, TX
Christopher Horton
Malvern, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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