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Scott James Donaldson

Vanguard Advisers, Inc.

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About Scott James Donaldson

Scott James Donaldson is an active investment advisor representative with Vanguard Advisers, Inc. He is a Certified Financial Planner with over 30 years in the industry. Scott has passed multiple securities exams and holds active registrations in all 50 states and Puerto Rico. Scott is a well-seasoned advisor with experience in portfolio management for individuals, businesses and pooled investment vehicles. He specializes in a variety of services, including financial planning and the selection of other advisors.

Firm Information

Scott Donaldson 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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Scott Donaldson’s Registration & Firm History

PA

02/25/2021 - Present

Vanguard Advisers, Inc. (MALVERN PA)

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Licenses & Designations

IA

Issued 11/22/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/1993

Series 7 - General Securities Representative Examination

BC

Issued 06/18/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott James Donaldson.
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