Adam
Curette

Vanguard Advisers Inc

CRD#4137921
Investment Advisor
in Charlotte, NC
Are you Adam Curette? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Adam Curette is a certified financial planner who works out of Charlotte, North Carolina, who has been in the industry for 10 years. Curette is an advisor for Vanguard Advisers Inc. They have been an employee of Vanguard Advisers Inc for the entirety of their career. Curette holds a Series 63 license, qualifying them as a securities agent, and is approved to advise clients in North Carolina and Texas. Vanguard Advisers Inc is a registered investment firm that has its headquarters in Charlotte, North Carolina. The company has offices in three locations and a total of 878 employees. It controls $151 billion in total assets across its 661,667 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 583 charities and foundations. Of its 661,667 accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business provides a wide range 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. A financial advisor's fee schedules typically are based on which services are provided. Fee types billed by Vanguard Advisers Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

2525 Water Ridge Parkway 1 North Falls Plaza, Ste 100
Charlotte, NC 28217

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$160,926,810,750

NC Average: $15,833,994,310
Total Number of Employees

984

NC Average: 41
Total Number of Accounts

460,532

NC Average: 3,342
Average Account Size

$349,437

NC Average: $4,737,880

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Adam Curette Work History

Adam has 10 years of experience.

2008 - Present (11 years)

The Vanguard Group, Inc

Disclosures

Adam Curette has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started