Zachary Ellis Bagley
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
2 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
11 years in the industry.
- Vanguard Marketing CorporationAug 2025 to now
- Vanguard Advisers, Inc.Feb 2025 to now
- The Vanguard Group, Inc.Jun 2023 to now
- University of Wisconsin - SystemSep 2022 to May 2023
- Mws CapitalJun 2022 to Aug 2022
- Self EmployedFeb 2022 to Mar 2022
- University of Wisconsin - MadisonSep 2019 to May 2023
- Fairways of Woodside Golf CourseMay 2018 to Jun 2022
- Weedman LawncareFeb 2018 to Apr 2019
- MeijerAug 2017 to Dec 2017
- Sussex Hamilton HighschoolSep 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7729509
- Firm CRD
- 106715