Michael
Doonan

Vanguard Advisers, Inc

CRD#6538160
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Michael Doonan is a financial advisor who works out of Scottsdale, Arizona who has 1 year of relevant experience. Doonan is on the advisory team at Vanguard Advisers, Inc. Doonan has gained experience at The Vanguard Group, Inc, Buster'S Restaurant & Bar, Flagstaff Athletic Club, Meriwether'S Restaurant & Skyline Farm, Construction Eco Services, Randstad, 1800Accountant, Aip Solutions/Ignite Payments, Tammie Coe Cakes, Quick And Confidential, Doonan Dynamics LLC Dba The Breakfast Burrito Company and Scramble LLC. Doonan maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Arizona and Texas. Vanguard Advisers, Inc is a financial advisory company operating out of Malvern, PA. The firm has offices in 2,124 locations and a total of 2,124 advisors. It handles $299 billion in assets under management across its 634,470 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 958 charitable organizations. Of its 634,470 accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in assets. Vanguard Advisers, Inc performs a number 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 advisory fee schedules usually are based on which services the firm provides the client. Fee types billed by Vanguard Advisers, Inc may include any blend of asset-based and fixed fees.

Certifications and Registrations

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 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

Michael Doonan Work History

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

2022 - Present (2 years)

The Vanguard Group, Inc

2021 - 2022 (1 year)

Scramble LLC

2020 - 2021 (1 year)

Doonan Dynamics LLC Dba The Breakfast Burrito Company

2019 - 2020 (1 year)

Quick And Confidential

2017 - 2017 (< 1 year)

Tammie Coe Cakes

2016 - 2017 (1 year)

Aip Solutions/Ignite Payments

2015 - 2015 (< 1 year)

Randstad

2015 - 2016 (1 year)

1800Accountant

2014 - 2015 (1 year)

Construction Eco Services

2013 - 2013 (< 1 year)

Flagstaff Athletic Club

2013 - 2014 (1 year)

Meriwether'S Restaurant & Skyline Farm

2012 - 2013 (1 year)

Buster'S Restaurant & Bar

*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 Michael Doonan 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

Anna Grimes
Malvern, PA
Rachel Smoot
Malvern, PA
William Bailey
Charlotte, NC
Daniel Grady
Scottsdale, AZ
Trent Moore
Scottsdale, AZ
Alfonso Hoggard
Malvern, PA
Julia Steele
Malvern, PA
Tamala Harris
Charlotte, NC

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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