Zachary
Staheli

Vanguard Advisers, Inc

CRD#6989326
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Zachary Staheli is a financial advisor operating in Scottsdale, Arizona with a total of 4 years of industry experience. Staheli is currently employed by Vanguard Advisers, Inc. The advisor has gained experience at Diversify, Inc, Southern Utah University, Managed Wealth Financial, Utah Valley University, The Church Of Jesus Christ Of Latter Day Saints, Dixie High School, Dfpg Investments, Inc, The Vanguard Group, Inc and T&D Developement Of Salt Lake. Staheli holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona, Pennsylvania and Texas. Vanguard Advisers, Inc is an advisory firm operating out of Malvern, PA. The firm has offices in 2,124 locations and a total of 2,124 advisors. It controls $299 billion in assets under management between its 634,470 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 958 charitable organizations. Of its 634,470 accounts, just 6% are held by high-net-worth investors who have at least $1 million in assets. Vanguard Advisers, Inc has 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. Fees for financial advisory services vary depending on which service is provided. Fee types charged by Vanguard Advisers, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Zachary Staheli Work History

Zachary has been registered as a financial advisor for 4 years.*

2023 - Present (1 year)

The Vanguard Group, Inc

2019 - 2023 (4 years)

The Vanguard Group, Inc

2018 - 2019 (1 year)

Dfpg Investments, Inc

2017 - 2019 (2 years)

Diversify, Inc

2016 - 2017 (1 year)

Managed Wealth Financial

2016 - 2019 (3 years)

Utah Valley University

2016 - 2019 (3 years)

Utah Valley University

2016 - 2017 (1 year)

T&D Developement Of Salt Lake

2014 - 2016 (2 years)

The Church Of Jesus Christ Of Latter Day Saints

2013 - 2014 (1 year)

Southern Utah University

2009 - 2013 (4 years)

Dixie 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 Zachary Staheli 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 Greer
Charlotte, NC
Elizabeth Connor
Scottsdale, AZ
Rodger Hanson
Scottsdale, AZ
Ahmed Yasin
Malvern, PA
Valentina Baibarac
Malvern, PA
William Mcbride
Malvern, PA
Matthew Mcnabb
Charlotte, NC
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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