Raj
Shekar
Vanguard Advisers, Inc
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About this Advisor
Raj Shekar is a financial advisor who works in Scottsdale, Arizona with 1 year of industry experience. Shekar is on the advisory team at Vanguard Advisers, Inc. Over the course of their career, Shekar has held roles at Merrill Edge Advisory, Merrill Lynch, Pierce, Fenner & Smith Inc, Compass Bank, Bbva Securities Inc, Bbva Wealth Solutions Inc, Lpl Financial, LLC, Householder Group Estate & Retirement Specialists, Bank Of America, N.A, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Scottrade, Inc, Citizens Securities, Inc, Bank Of The West, Bancwest Investment Services, Inc, J.D. Mellberg Financial and The Vanguard Group, Inc. Shekar has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to advise clients in Arizona and Texas. Vanguard Advisers, Inc is a financial advisory business operating out of Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 advisors. It handles $299 billion in assets between its 634,470 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 958 charitable organizations. Of its 634,470 customer accounts, just 6% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a diverse assortment of services, such as 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. Financial advisory fee schedules typically vary depending on which service is provided. However, fees charged by Vanguard Advisers, Inc can be comprised 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$299,191,714,649
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,124
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
634,470
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$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
Raj Shekar Work History
Raj has been registered as a financial advisor for 1 years.*
The Vanguard Group, Inc
Bank Of The West
Bancwest Investment Services, Inc
J.D. Mellberg Financial
Citizens Securities, Inc
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Scottrade, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Bbva Wealth Solutions Inc
Lpl Financial, LLC
Householder Group Estate & Retirement Specialists
Compass Bank
Bbva Securities Inc
Merrill Edge Advisory
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Raj Shekar 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
Malvern, PA
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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