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Advisors / Pennsylvania / Malvern
22yrs

Scott Adams

Financial advisor at Vanguard Advisers

Malvern, PA 19355Top 13% by experience at Vanguard AdvisersFiduciary advisor
Call the officeDirections

At a glance

Experience22 years (since 2004)
How that compares ?Top 13% by experience at Vanguard Advisers
Office100 Vanguard Blvd, Malvern, PA 19355
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state

Services through Vanguard Advisers

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination

Career

  1. Mar 2026 – now
    Vanguard Advisers, Inc.Current firm
  2. Jun 2009 – Feb 2011
    LPL Financial LLCPreviously
  3. Jan 2008 – May 2009
    Citigroup Global Markets Inc.Previously
  4. Dec 2007 – Feb 2008
    Janney Montgomery Scott LLCPreviously

Questions to ask Scott

Tailored to Scott’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Scott

How do I contact Scott?

Call Vanguard Advisers at 610-669-1000 and ask for Scott Adams. Scott works from the Malvern, PA office.

How long has Scott been a financial advisor?

Scott has been in the industry since 2004, about 22 years. Top 13% by experience at Vanguard Advisers.

What licenses does Scott hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Scott a fiduciary?

Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Scott paid?

Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Scott for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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