Michael
Quinones
Vanguard Advisers, Inc
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About this Advisor
Michael Quinones is a financial advisor who works in Charlotte, North Carolina with a total of 3 years of relevant experience. Quinones is an employee of Vanguard Advisers, Inc. During their career, Quinones has held roles at Winn Dixie, University Of Central Florida, Florida Air Force Academy, Wyndham Bonnet Creek Resort, 4 Rivers Smokehouse, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC and The Vanguard Group, Inc. Quinones holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in North Carolina and Texas. Vanguard Advisers, Inc is a registered investment firm that has its headquarters in Malvern, PA. It has offices in 2,124 locations and a total of 2,124 financial advisors. It controls $299 billion in total assets among its 634,470 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 958 charitable organizations. Of its 634,470 customer accounts, just 6% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Vanguard Advisers, Inc offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advice usually depend on which service is offered. However, fee types charged by Vanguard Advisers, Inc most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michael Quinones Work History
Michael has been registered as a financial advisor for 3 years.*
The Vanguard Group, Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
4 Rivers Smokehouse
Winn Dixie
University Of Central Florida
Wyndham Bonnet Creek Resort
Florida Air Force Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Quinones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vanguard Advisers, Inc
Charlotte, NC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Malvern, PA
Malvern, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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