Ashman
Murti

Vanguard Advisers, Inc

CRD#5882279
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Ashman Murti is a certified financial planner based out of Scottsdale, Arizona, with 1 year of relevant experience. Murti works at Vanguard Advisers, Inc. Their career trajectory has included roles at Travelers, Fidelity Investments, Charles Schwab & Co., Inc, Charles Schwab Bank, The Vanguard Group, Inc and Saint Mary'S College Of California. Murti maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Arizona and Texas. Vanguard Advisers, Inc is an advisory company based out of Malvern, PA. The company has offices in 2,124 locations and a total of 2,124 financial advisors. It handles $299 billion in assets between its 634,470 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 958 charitable organizations. Of its 634,470 accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a wide assortment of services, including 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 largely depend on which service is offered. Fee types charged by Vanguard Advisers, Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

Ashman Murti Work History

Ashman has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

The Vanguard Group, Inc

2017 - 2020 (3 years)

Charles Schwab & Co., Inc

2017 - 2020 (3 years)

Charles Schwab Bank

2016 - 2017 (1 year)

Fidelity Investments

2014 - 2016 (2 years)

Saint Mary'S College Of California

2013 - 2016 (3 years)

Travelers

*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 Ashman Murti 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

Trent Moore
Scottsdale, AZ
William Bailey
Charlotte, NC
Zachary Potter
Scottsdale, AZ
Austin Crass
Charlotte, NC
Charles Rainey
Scottsdale, AZ
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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