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Dean Francis Vitali

Vanguard Advisers, Inc.

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About Dean Francis Vitali

Dean Vitali is an investment advisor representative at Vanguard Advisers, Inc. Dean is registered with the state of Arizona and Texas and specializes in Portfolio Management for Individuals, Businesses, and Pooled Investment Vehicles. Dean has been in the industry for over 30 years and has a broad range of experience working with a variety of clients. Prior to joining Vanguard Advisers, Inc., Dean worked for American Preferred Securities, Inc., and John Hancock Distributors, Inc.

Firm Information

Dean Vitali 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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Dean Vitali’s Registration & Firm History

AZ

01/13/2015 - Present

Vanguard Advisers, Inc. (SCOTTSDALE AZ)

NA

12/07/1987 - 01/09/1989

AMERICAN PREFERRED SECURITIES, INC.

NA

10/22/1985 - 09/11/1986

AMERICAN PREFERRED SECURITIES, INC.

NA

09/17/1984 - 07/22/1985

JOHN HANCOCK DISTRIBUTORS, INC.

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Licenses & Designations

IA

Issued 07/25/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/11/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/08/1985

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dean Francis Vitali.
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