Matthew
Bogoshian

Vanguard Advisers, Inc

CRD#7285292
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Matthew Bogoshian is a financial advisor based out of Scottsdale, Arizona with 1 year of relevant experience. Bogoshian is an employee of Vanguard Advisers, Inc. Their career trajectory has included roles at The Vanguard Group, Inc, Tech Data, Westin Kierland Resort & Spa, Pump It Up, Sorso Wine Room, Helmsbriscoe, Arizona State University, Pinnacle High School and Arizona State Men'S Basketball. Bogoshian maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to advise clients in Arizona and Texas. Vanguard Advisers, Inc is a financial advisory firm that has its headquarters in Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 financial advisors. It manages $299 billion in total assets among its 634,470 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 958 charities and foundations. Of its 634,470 client accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets. Vanguard Advisers, Inc performs a diverse array 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 advisory fee schedules largely depend on which service is provided. However, fee types billed by Vanguard Advisers, Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, 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 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

Matthew Bogoshian Work History

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

2020 - Present (4 years)

The Vanguard Group, Inc

2019 - 2019 (< 1 year)

Tech Data

2018 - 2020 (2 years)

Arizona State Men'S Basketball

2017 - 2017 (< 1 year)

Westin Kierland Resort & Spa

2016 - 2020 (4 years)

Arizona State University

2015 - 2016 (1 year)

Pump It Up

2015 - 2016 (1 year)

Sorso Wine Room

2015 - 2015 (< 1 year)

Helmsbriscoe

2012 - 2016 (4 years)

Pinnacle High 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 Matthew Bogoshian 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

Trent Moore
Scottsdale, AZ
Anna Grimes
Malvern, PA
Julia Steele
Malvern, PA
Austin Crass
Charlotte, NC
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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