Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
2yrs
ZACHARY Stephen ADAM
Financial advisor at Vanguard Advisers
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office14321 N Northsight Blvd, Scottsdale, AZ 85260
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
- Mar 2026 – nowVanguard Advisers, Inc.Current firm
Questions to ask Zachary
Tailored to Zachary’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 Zachary
How do I contact Zachary?
Call Vanguard Advisers at 610-669-1000 and ask for ZACHARY Stephen ADAM. Zachary works from the Scottsdale, AZ office.
How long has Zachary been a financial advisor?
Zachary has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Zachary hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Zachary a fiduciary?
Zachary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Zachary paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Zachary 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.
Other advisors nearby
Stifel, Nicolaus &
47yrs
Top 1% by experience in Scottsdale
Morgan Stanley
47yrs
Top 1% by experience in Scottsdale
Wells Fargo Advisors
47yrs
Top 1% by experience in Scottsdale
UBS Financial Services
47yrs
Top 1% by experience in Scottsdale
Asset Wealth Advisors
47yrs
Top 1% by experience in Scottsdale