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Thomas Trace Beatie

Vanguard Advisers, Inc.

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About Thomas Trace Beatie

Thomas Trace Beatie is an investment advisor representative with Vanguard Advisers, Inc. located in Scottsdale, Arizona. Thomas Beatie is a CERTIFIED FINANCIAL PLANNER™ professional. He specializes in various investment strategies, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Thomas has been in the financial services industry since February 2017 and has passed several industry exams, including the Series 63, Series 7, and the SIE. His expertise covers retirement planning, investments, and other financial planning needs.

Firm Information

Thomas Beatie 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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Thomas Beatie’s Registration & Firm History

AZ

04/22/2022 - Present

Vanguard Advisers, Inc. (Scottsdale AZ)

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Licenses & Designations

BC

Issued 03/08/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Thomas Trace Beatie. Review regulatory record here.
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