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Zachary Philip Azar

Investment Adviser Representative at Vanguard Advisers, Inc.

Pottstown, PACRD #7824659Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Zachary Philip Azar is an investment adviser representative with Vanguard Advisers, Inc. in Pottstown, PA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania and Texas.

Office

100 Vanguard Blvd
Malvern, PA 19355

Advisors at this office: 758

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania, Texas
Broker:
1 state or territory

Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/23/2024
Series 7
General Securities Representative Examination
Passed 2/27/2024
SIE
Securities Industry Essentials Examination
Passed 12/19/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Vanguard Marketing CorporationCurrent
11/4/2025 – Pottstown, PA
Vanguard Advisers, Inc.Current
11/4/2025 – Malvern, PA
LPL Financial LLC
4/25/2024 – 2/11/2025Wyomissing, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LPL Financial LLC
    Oct 2023 – Feb 2025Wyomissing, PA
  2. Unemployed
    May 2023 – Oct 2023Pottstown, PA
  3. Financial Strategies & Designs, Inc.
    Jan 2023 – Apr 2023Allentown, PA
  4. DeSales University
    May 2020 – Apr 2023Center Valley, PA
  5. DeSales University
    Jun 2022 – Aug 2022Center Valley, PA
  6. Merion Cricket Club
    May 2021 – Aug 2021Haverford, PA
  7. Taco Pizza
    Dec 2020 – Jan 2021Phoenixville, PA
  8. Self-employed
    Apr 2020 – Aug 2020Royersford, PA
  9. DeSales University
    Aug 2019 – Apr 2020Center Valley, PA
  10. Firebirds Wood Fired Grill
    Dec 2017 – Aug 2019Collegeville, PA
  11. Pope John Paul II High School
    Sep 2015 – Jun 2019Royersford, PA
  12. The Vanguard Group, Inc.
    Oct 2025 – no end date reportedMalvern, PA
  13. Vanguard Marketing Corporation
    Oct 2025 – no end date reportedMalvern, PA
  14. Vanguard Advisers, Inc.
    Oct 2025 – no end date reportedMalvern, PA
  15. Unemployed
    Feb 2025 – Oct 2025Pottstown, PA

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Vanguard Advisers, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesOther Investment Advisers

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2,379
Offices listed on AdvisorFinder:
4
Main office:
Malvern, PA
SEC file number:
801-49601

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 24, 2026

View full firm profile

Other advisors at Vanguard Advisers, Inc.

Showing 12 of 2,379 in the directory

View Vanguard Advisers, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Philip Azar has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Zachary Philip Azar (Vanguard Marketing) - Advisor Profile