Zachary
Perret
Vanguard Advisers, Inc
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About this Advisor
Zachary Perret is a financial advisor based in Plano, Texas, working with Vanguard Advisers, Inc. Zachary has previously held positions at Edward Jones, Primary Services, Pcs Software, Xola, Municipal Accounts And Consulting, The University Of Saint Thomas, Quintiles (On Assignment For Takeda), Fort Bend Isd, The Gateway Academy, Massachusetts Mutual Life Insurance, J.P. Morgan Securities, LLC, Jpmorgan Chase Bank, N.A, E*Trade Securities LLC, E*Trade, Mercer Global Advisors, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, and The Vanguard Group, Inc. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Zachary is part of Vanguard Advisers, Inc, which operates out of Plano, Texas. 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
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$333,066,527,268
2,107
804,462
$414,024
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 Perret Work History
The Vanguard Group, Inc
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
Mercer Global Advisors
J.P. Morgan Securities, LLC
Jpmorgan Chase Bank, N.A
E*Trade Securities LLC
E*Trade
Edward Jones
Primary Services
Massachusetts Mutual Life Insurance
Pcs Software
Xola
Municipal Accounts And Consulting
The University Of Saint Thomas
Quintiles (On Assignment For Takeda)
Fort Bend Isd
The Gateway Academy
Disclosures
Please visit the SEC profile of Zachary Perret 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
Plano, TX
Plano, TX
Plano, TX
Malvern, PA
Malvern, PA
Malvern, PA
Plano, TX
Malvern, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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