Amanda
Slechta

Vanguard Advisers Inc

CRD#6322507
Investment Advisor
in Charlotte, NC
Are you Amanda Slechta? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Amanda Slechta is a certified financial planner based in Charlotte, North Carolina. Currently a registered financial advisor at Vanguard Advisers Inc, Slechta has 13 years of work experience. Slechta holds a Series 63 license, which qualifies the advisor as a securities agent. Slechta is able to work with clients based out of North Carolina and Texas. During their career, the advisor has held roles at The Vanguard Group, Inc, College Of Charleston and Hilton Head Island High School. Vanguard Advisers Inc is located in Charlotte, North Carolina, and has three other offices throughout the country. As a company, Vanguard Advisers Inc oversees $151 billion in assets across 661,667 client accounts and employs more than 878 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Vanguard Advisers Inc provides 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. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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

Amanda Slechta Work History

Amanda has 13 years of experience.

2014 - Present (5 years)

The Vanguard Group, Inc

2009 - 2013 (4 years)

College Of Charleston

2005 - 2009 (4 years)

Hilton Head Island High School

Disclosures

Amanda Slechta 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