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Wednesday Carsillo

Vanguard Advisers, INC.
17 Years of Experience
Scottsdale, AZ
1 DisclosureBroker
View SEC Summary
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Wednesday Carsillo is a registered investment advisor at Vanguard Advisers, INC., based in Scottsdale, AZ, with 17 years of industry experience. Wednesday is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 791,528 clients with $340B in assets under management.

Vanguard Advisers, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2433 advisors
IM Fee
Planning only
Assets Under Management
$344.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Retirement plan consultation and financial plan (New model) — $250 for the consultation and plan, unless a lower fee was agreed upon with your plan sponsor.
  • Retirement plan consultation and financial plan (Legacy model for accounts $50,000 to $500,000) — $250, unless you qualify for a fee waiver (waivers apply if you have over $500,000 in total Vanguard assets or are over age 55).
  • Retirement plan consultation and financial plan (Legacy model for accounts under $50,000) — $1,000, unless you qualify for a fee waiver.
One-Time Plan:$250 - $1,000
View Full SEC Brochure

Location

14321 N. Northsight Boulevard, Scottsdale, AZ, 85260

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History

Regulatory History (1)
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Customer Dispute
October 2018
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Wednesday is a member/officer of Rover Enterprises LLC, an online veterinary supplier, since 2011. She also works as an associate at H&R Block, filing tax returns, dedicating about 10-20% of her time to this role.

Employment History
Current Registrations
Vanguard Advisers, INC.
December 2015 - Present · 10 yrs 10 mos
Vanguard Marketing Corporation
May 2014 - Present · 12 yrs 5 mos
Vanguard Marketing CorporationBroker
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - March 2014 · 1 yr 5 mos
Chase Investment Services CORP.Broker
February 2009 - October 2012 · 3 yrs 8 mos
State Registrations3 states
AZNCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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