Zachary
Bezella

Vanguard Advisers, Inc

CRD#7094148
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Zachary Bezella is a financial advisor based in Scottsdale, Arizona, working with Vanguard Advisers, Inc. Zachary has previously held positions at Nationwide Investment Services Corp, Northwestern Mutual, Golden Corral, N.J. Leven And Associates, Dominion Golf Group, Arizona State University, and The Vanguard Group, Inc. Zachary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Zachary is part of Vanguard Advisers, Inc, which operates out of Scottsdale, Arizona. The firm has 2,107 offices and 2,107 employees. The firm manages assets totaling $333.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Vanguard Advisers, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

$333,066,527,268

AZ Average: $15,833,994,310
Total Number of Employees

2,107

AZ Average: 41
Total Number of Accounts

804,462

AZ Average: 3,342
Average Account Size

$414,024

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

Zachary Bezella Work History

2022 - Present (2 years)

The Vanguard Group, Inc

2020 - 2021 (1 year)

Nationwide Investment Services Corp

2019 - 2019 (< 1 year)

Northwestern Mutual

2018 - 2020 (2 years)

N.J. Leven And Associates

2016 - 2018 (2 years)

Golden Corral

2016 - 2020 (4 years)

Arizona State University

2015 - 2015 (< 1 year)

Dominion Golf Group

2012 - 2016 (4 years)

Arizona State University

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Zachary Bezella 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

Carlos Benitez
Plano, TX
Jonathan Covington
Plano, TX
Justin Nnabuife
Plano, TX
Armand Noor
Malvern, PA
John Mackowski
Malvern, PA
Colin Sullivan
Malvern, PA
Michael Guaman
Plano, TX
Christopher Horton
Malvern, PA

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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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