Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
2yrs
Dylan Cazarez
Financial advisor at Vanguard Advisers
Dylan Cazarez has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Scottsdale, Arizona. Dylan joined Vanguard Advisers in 2025, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeScottsdale, AZ
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
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.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowVanguard Advisers, Inc.Current firm
Contact Dylan
(610) 669-1000Firm headquarters in Malvern, PA. Ask for Dylan. Scottsdale, AZOffice · Get directions Firm websiteinvestor.vanguard.com/adviceIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Dylan
How do I contact Dylan?
Call Vanguard Advisers at (610) 669-1000 and ask for Dylan Cazarez. Dylan works from the Scottsdale, AZ office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Dylan hold?
Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Dylan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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