Esther
Blue De Avalos

Vanguard Advisers, Inc

CRD#7363289
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Esther Blue De Avalos is a financial advisor operating in Scottsdale, Arizona with a total of 2 years of industry experience. Blue De Avalos is currently employed by Vanguard Advisers, Inc. The advisor has gained experience at The Vanguard Group, Inc, Anti-Defamation League, Right This Minute, Unlimited Potential and U-Haul. Blue De Avalos holds 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 financial advisory business that has its headquarters in Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 advisors. It administers $299 billion in assets under management across its 634,470 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 958 charities and foundations. Of its 634,470 customer accounts, just 6% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business has 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. Fees for financial advisory services usually are based on the type of financial services offered. However, fee types billed by Vanguard Advisers, Inc most likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Esther Blue De Avalos Work History

Esther has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

The Vanguard Group, Inc

2015 - 2021 (6 years)

Anti-Defamation League

2015 - 2017 (2 years)

Right This Minute

2014 - 2015 (1 year)

U-Haul

2010 - 2015 (5 years)

Unlimited Potential

*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 Esther Blue De Avalos 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
Brian Kelley
Malvern, PA
Trent Moore
Scottsdale, AZ
Tamala Harris
Charlotte, NC
Alfonso Hoggard
Malvern, PA
William Mcbride
Malvern, PA
Austin Crass
Charlotte, NC
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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