Samuel Zachary Fries
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Mar 2026 to now
- The Vanguard Group, Inc.Mar 2026 to now
- Vanguard Marketing CorporationMar 2026 to now
- UnemployedJan 2025 to Feb 2026
- MML Investors Services, LLCFeb 2024 to Dec 2024
- Massmutual Life Insurance CompanySep 2023 to Dec 2024
- UnemployedAug 2022 to Sep 2023
- University of VermontAug 2021 to Aug 2022
- Education WeekApr 2019 to Aug 2021
- Sustainably StrongAug 2016 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
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
- 7769931
- Firm CRD
- 106715