Gerald
Sanchez

Vanguard Advisers, Inc

CRD#6750637
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Gerald Sanchez is a financial advisor based in Scottsdale, Arizona with a total of 2 years of relevant experience. Sanchez is on the advisory team at Vanguard Advisers, Inc. Throughout their career, they have worked at The Vanguard Group, Inc and Chezco, Inc Dba The Pool Steward. Sanchez has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can work in Arizona and Texas. Vanguard Advisers, Inc is a firm headquartered in Malvern, PA. It has offices in 2,124 locations and a total of 2,124 advisors. It administers $299 billion in total assets among its 634,470 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 958 charities and foundations. Of its 634,470 customer accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in investable assets. Vanguard Advisers, Inc has a diverse range 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. Financial management fee schedules depend on which services are offered. However, fee types charged by Vanguard Advisers, Inc can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, 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 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

Gerald Sanchez Work History

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

2017 - Present (7 years)

The Vanguard Group, Inc

2010 - Present (14 years)

Chezco, Inc Dba The Pool Steward

*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 Gerald Sanchez 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
Julia Steele
Malvern, PA
Daniel Grady
Scottsdale, AZ
Charles Rainey
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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