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Zachary Joseph Donahue

Vanguard Advisers, Inc.

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About Zachary Joseph Donahue

Zachary Joseph Donahue is a financial advisor with over 10 years of experience in the industry. Donahue is currently registered with Vanguard Advisers, Inc. and has been with the firm since June 2012. Prior to that, Donahue worked at Vanguard Marketing Corporation. Donahue is a Certified Financial Planner and holds Series 6, Series 63, and SIE licenses. Donahue is a specialist in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Donahue has also provided financial advice to charitable organizations, high net worth individuals, corporations, and individuals other than high-net-worth.

Firm Information

Zachary Donahue 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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Zachary Donahue’s Registration & Firm History

PA

04/26/2018 - Present

Vanguard Advisers, Inc. (MALVERN PA)

PA

08/16/2012 - 01/02/2015

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 09/05/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Joseph Donahue.
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