Zachary Todd Staheli
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
4 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- A and Z Ventures, LLCJul 2023 to now
- Vanguard Advisers, Inc.Nov 2019 to now
- The Vanguard Group, Inc.Jun 2019 to now
- Vanguard Marketing CorporationJun 2019 to now
- Dfpg Investments, IncJul 2018 to Apr 2019
- Diversify, Inc.Apr 2017 to Apr 2019
- Managed Wealth FinancialNov 2016 to Mar 2017
- Utah Valley UniversityAug 2016 to May 2019
- T&d Developement of Salt LakeJul 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (AZ, PA, TX, UT).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6989326
- Firm CRD
- 106715