Alyson
Kennedy

Vanguard Advisers Inc

CRD#4354890
Investment Advisor
in Charlotte, NC
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About this Advisor

Alyson Kennedy is a certified financial planner based in Charlotte, North Carolina, who has been in the industry for 18 years. Kennedy is currently employed by Vanguard Advisers Inc. They have worked at Vanguard Advisers Inc for their total career. Kennedy maintains a Series 63 license, which qualifies them as a securities representative, and is approved to advise clients in North Carolina and Texas. Vanguard Advisers Inc is a firm operating in Charlotte, North Carolina. The firm has offices in three locations and a total of 878 people on staff. It oversees $151 billion in assets under management between its 661,667 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 583 charities and foundations. Of its 661,667 client accounts, just 4% are held by high-net-worth clients who have at least $1 million in investable assets. The business offers a broad array 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 advisory services usually depend on which services are provided. However, fees billed by Vanguard Advisers Inc can be comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

18 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

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Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$151,085,275,109

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

878

NC Average: 41
Total Number of Accounts

661,667

NC Average: 3,342
Average Account Size

$228,340

NC Average: $4,737,880

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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

Alyson Kennedy Work History

Alyson has 18 years of experience.

2000 - Present (19 years)

The Vanguard Group, Inc

Disclosures

Alyson Kennedy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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