Zachary Staheli, financial advisor Scottsdale AZ

Zachary Staheli

CRD Number: 6989326
Current Firm: Vanguard Advisers, Inc.

Zachary Staheli (CRD# 6989326) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
A And Z Ventures, LLC Gilbert, AZ Jul 2023 - Current 1
The Vanguard Group, Inc. Scottsdale, AZ Mar 2023 - Current 1
The Vanguard Group, Inc. Malvern, PA Jun 2019 - Mar 2023 3
Utah Valley University Orem, UT Aug 2016 - May 2019 2
Utah Valley University Orem, UT Aug 2016 - May 2019 2
Dfpg Investments, Inc. Sandy, UT Jul 2018 - Apr 2019 < 1
Diversify, Inc. Sandy, UT Apr 2017 - Apr 2019 2
T&d Developement Of Salt Lake St. George, UT Jul 2016 - Apr 2017 < 1
Managed Wealth Financial Murray, UT Nov 2016 - Mar 2017 < 1
The Church Of Jesus Christ Of Latter Day Saints Milan, May 2014 - Jul 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Zachary T. Staheli
Phone Number: 610-669-1000
Registered State(s):
  • AZ
  • PA
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    333,067
    MILLIONS
  • Total Number of Accounts
    804,462
    ACCOUNTS
  • Average Account Value
    $414,024
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
  • Selection of other advisers (including private fund managers)
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, WY

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