Michael Gazzolo, financial advisor Scottsdale AZ
96 score

Michael Gazzolo

CRD Number: 5578092
Current Firm: Vanguard Advisers Inc.

Michael Gazzolo (CRD# 5578092) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Scottsdale, AZ and has over 8 years of experience in the finance industry. Michael Gazzolo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Vanguard Group, Inc. Scottsdale, AZ Aug 2008 - Current 8
California Energy Commission Sacramento, CA Feb 2007 - Jul 2008 1
Csu, Sacramento Sacramento, CA Aug 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
Contact Info for Michael J. Gazzolo
Phone Number: 610-669-1000
Firm Website: http://www.vanguard.com
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    79,883
    MILLIONS
  • Total Number of Accounts
    546,930
    ACCOUNTS
  • Average Account Value
    $146,058
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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