Nathan
Stumberg
Vanguard Advisers, Inc
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About this Advisor
Nathan Stumberg is a financial advisor working out of Scottsdale, Arizona with 1 year of relevant experience. Stumberg is an employee of Vanguard Advisers, Inc. During their career, the advisor has held roles at The Vanguard Group, Inc, Ruffalo Noel Loevitz, Echo Global Logistics, University Of Arizona, Pinnacle High School, Levrose Commercial Real Estate, Blue Adobe Grille, Cmc Design and Sigma Kappa Sorority. Stumberg has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to serve investors in Arizona and Texas. Vanguard Advisers, Inc is a financial advisory firm based in Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 employees. It controls $299 billion in assets between its 634,470 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 958 charities and foundations. Of its 634,470 customer accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a broad 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. Fees charged by financial advisors vary depending on the type of financial services offered. Fees billed by Vanguard Advisers, Inc likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
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
Nathan Stumberg Work History
Nathan has been registered as a financial advisor for 1 years.*
The Vanguard Group, Inc
Ruffalo Noel Loevitz
Echo Global Logistics
Levrose Commercial Real Estate
Sigma Kappa Sorority
Cmc Design
University Of Arizona
Blue Adobe Grille
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 Nathan Stumberg 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
Charlotte, NC
Charlotte, NC
Malvern, PA
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Scottsdale, AZ
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.
