Zachary Staheli (CRD# 6989326) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 6 years of experience in the finance industry.
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
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 |
- AZ
- PA
- TX
- UT
-
Total Assets Under Management333,067MILLIONS
-
Total Number of Accounts804,462ACCOUNTS
-
Average Account Value$414,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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