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Antonio Quoc Green

Vanguard Advisers, Inc.

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About Antonio Quoc Green

Antonio Quoc Green is a financial advisor registered with Vanguard Advisers, Inc. in Scottsdale, AZ. Antonio has been in the financial services industry since 2003. Antonio holds a Series 63, Series 65, and Series 7 license. Antonio is also a Certified Financial Planner (CFP). Antonio is licensed to provide investment advice in Arizona and Texas.

Firm Information

Antonio Green is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Antonio Green’s Registration & Firm History

AZ

10/27/2016 - Present

Vanguard Advisers, Inc. (Scottsdale AZ)

AZ

10/08/2008 - 10/03/2016

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

07/08/2005 - 09/09/2008

COMPASS BROKERAGE, INC. (SUN CITY AZ)

MA

10/02/2003 - 01/12/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

10/02/2003 - 01/12/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MN

06/30/2003 - 07/18/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/30/2003 - 07/18/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/15/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Antonio Quoc Green. Review regulatory record here.
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