Steeli
Sellers

Vanguard Advisers, Inc

CRD#7391108
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Steeli Sellers is a financial advisor working out of Scottsdale, Arizona with 2 years of industry experience. Sellers is currently employed by Vanguard Advisers, Inc. Throughout their career, they have worked at The Vanguard Group, Inc, Texas Tech University, First Capital Bank Of Texas, The Choc'Late Mousse Pie Bar, Crown Point Health Suites, Lubbock Cooper Isd, Market Street, Coronado High School and Rover. Sellers has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona and Texas. Vanguard Advisers, Inc is a company operating out of Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 financial advisors. It handles $299 billion in assets under management among its 634,470 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 958 charities and foundations. Of its 634,470 client accounts, just 6% belong to high-net-worth clients who have more than $1 million in assets. The business has a wide range 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. A financial advisor's fees typically depend on the services offered. Fees billed by Vanguard Advisers, Inc can include any combination of asset-based and fixed fees.

Certifications and Registrations

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

Steeli Sellers Work History

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

2021 - Present (3 years)

The Vanguard Group, Inc

2021 - Present (3 years)

Rover

2020 - 2021 (1 year)

Texas Tech University

2019 - 2020 (1 year)

First Capital Bank Of Texas

2018 - 2019 (1 year)

The Choc'Late Mousse Pie Bar

2018 - 2018 (< 1 year)

Crown Point Health Suites

2017 - 2018 (1 year)

Lubbock Cooper Isd

2016 - 2017 (1 year)

Texas Tech University

2015 - 2016 (1 year)

Market Street

2015 - 2019 (4 years)

Texas Tech University

2011 - 2015 (4 years)

Coronado 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 Steeli Sellers 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

Alfonso Hoggard
Malvern, PA
Milko Damjanovic
Scottsdale, AZ
Zachary Potter
Scottsdale, AZ
Trent Moore
Scottsdale, AZ
Brian Kelley
Malvern, PA
William Mcbride
Malvern, PA
Julia Steele
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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