Miguel
Mayagoitia

Vanguard Advisers, Inc

CRD#7146888
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Miguel Mayagoitia is a financial advisor based out of Scottsdale, Arizona with a total of 2 years of relevant experience. Mayagoitia is an advisor for Vanguard Advisers, Inc. During their career, the advisor has held roles at The Vanguard Group, Inc, Pathways Financial Partners, University Of Arizona College Of Pharmacy, University Of Arizona and Catalina Foothills High School. Mayagoitia has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in Arizona and Texas. Vanguard Advisers, Inc is an advisory business based out of Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 people on staff. It has $299 billion in assets under management between its 634,470 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 958 charitable organizations. Of its 634,470 client accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets. Vanguard Advisers, Inc has a wide assortment 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 fees largely depend on the type of financial services provided. Fees billed by Vanguard Advisers, Inc likely consist of some combination 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 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

Miguel Mayagoitia Work History

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

2019 - Present (5 years)

The Vanguard Group, Inc

2017 - 2019 (2 years)

Pathways Financial Partners

2016 - 2017 (1 year)

University Of Arizona College Of Pharmacy

2015 - 2019 (4 years)

University Of Arizona

2011 - 2015 (4 years)

Catalina Foothills 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 Miguel Mayagoitia 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

Zachary Potter
Scottsdale, AZ
Trent Moore
Scottsdale, AZ
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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