Bart
Gregory
Vanguard Advisers, Inc
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About this Advisor
Bart Gregory is a financial advisor who works in Charlotte, North Carolina who has 1 year of industry experience. Gregory currently works for Vanguard Advisers, Inc. Over the course of their career, Gregory has held roles at Allstate Insurance Company, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Fidelity Investments, Lpl Financial LLC and The Vanguard Group, Inc. Gregory has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to advise clients in North Carolina and Texas. Vanguard Advisers, Inc is a registered investment firm operating out of Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 financial advisors. It has $299 billion in total assets across its 634,470 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 958 charities and foundations. Of its 634,470 customer accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets. The business offers a number 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 charged by financial advisors usually depend on which services the firm provides the client. However, fees billed by Vanguard Advisers, Inc most likely include 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
Bart Gregory Work History
Bart has been registered as a financial advisor for 1 years.*
The Vanguard Group, Inc
Fidelity Investments
Lpl Financial LLC
Allstate Insurance Company
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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 Bart Gregory 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
Malvern, PA
Malvern, PA
Malvern, PA
Charlotte, NC
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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