Adam Matthew Tolbert

Vanguard Advisers, INC.

3 Years of Experience

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Firm Information

Vanguard Advisers, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

1880 advisors

Number of Clients

817,328 clients

Average Client Portfolio

$368K average

Assets Under Management

$300.4B

Fee Structure

Minimum Investment:$100

Financial Planning:Included in AUM fee

This brochure does not include a fee table with fixed rates. Fees are not fixed, they vary within ranges.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

14321 N. Northsight Blvd., Scottsdale, AZ, 85260

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Adam is an employee of The Vanguard Group, Inc. He also sells used Blu-rays and CDs on eBay, dedicating minimal time to this e-commerce activity.

Employment History

Current Registrations

Vanguard Marketing Corporation

February 2022 - Present · 3 yrs 11 mos

Vanguard Advisers, INC.

February 2022 - Present · 3 yrs 11 mos

Vanguard Marketing CorporationBroker

February 2022 - Present · 3 yrs 11 mos

Previous Registrations

Principal Securities, INC.

December 2021 - December 2021 · 0 mos

Principal Securities, INC. Broker

November 2021 - December 2021 · 1 mo

State Registrations53 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.