Easton
Cook

Vanguard Advisers, Inc

CRD#6290387
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Easton Cook is a financial advisor working in Scottsdale, Arizona, with a total of 6 years of industry experience. Cook works at Vanguard Advisers, Inc. Over the course of their career, they have held roles at The Vanguard Group, Inc, United Parcel Service, Inc and University Of Phoenix. Cook holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Arizona and Texas. Vanguard Advisers, Inc is a firm operating out of Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 financial advisors. It handles $299 billion in total assets across its 634,470 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 958 charitable organizations. Of its 634,470 customer accounts, just 6% are held by high-net-worth individuals who have at least $1 million in investable assets. Vanguard Advisers, Inc has a broad array 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 are provided. However, fee types billed by Vanguard Advisers, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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 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

Easton Cook Work History

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

2014 - Present (10 years)

The Vanguard Group, Inc

2012 - 2014 (2 years)

United Parcel Service, Inc

2012 - 2014 (2 years)

University Of Phoenix

*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 Easton Cook 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

William Bailey
Charlotte, NC
Anna Grimes
Malvern, PA
Austin Crass
Charlotte, NC
Trent Moore
Scottsdale, AZ
John Eyen
Malvern, PA
William Mcbride
Malvern, PA
Zachary Potter
Scottsdale, AZ
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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