Adrian Sanchez
Investment adviser representative at Vanguard Advisers, Inc.
12 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
12 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
- Desert Financial Credit UnionMay 2025 to Mar 2026
- Big 5 Sporting Goods CorporationAug 2024 to Dec 2025
- Southwest Human Development IncorporatedApr 2023 to May 2025
- Wells Fargo Bank, National AssociationSep 2022 to Apr 2023
- Carl's Jr.Jan 2022 to Sep 2022
- Canyon State PropaneSep 2020 to Aug 2021
- Arizona State UniversityAug 2018 to May 2022
- Mcdonald'sJan 2017 to Sep 2020
- Gatewat Community CollegeJan 2015 to May 2018
- Gateway Early College High SchoolAug 2014 to May 2018
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
- 8214482
- Firm CRD
- 106715