David Joseph Simpson
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 Advisers, Inc.Jun 2026 to now
- The Vanguard Group, Inc.Mar 2026 to now
- Vanguard Marketing CorporationMar 2026 to now
- UnemployedJan 2025 to Feb 2026
- Desert FinancialNov 2024 to Jan 2025
- Rocket MortgageOct 2023 to Sep 2024
- The Vanguard Group, Inc.May 2023 to Aug 2023
- Vanguard Marketing CorporationMay 2023 to Aug 2023
- Scottsdale Marriott At Mcdowell MountainsNov 2022 to Apr 2023
- Federal ExpressJul 2022 to Aug 2022
- Glendale ChamberJun 2021 to Jan 2022
- Glendale Community CollegeJul 2019 to May 2022
- Northern Arizona UniversityAug 2015 to Dec 2017
- Nordstrom RackJul 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7735685
- Firm CRD
- 106715