Vanguard Advisers Inc
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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
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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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
Amanda Slechta Work History
Amanda has 13 years of experience.
The Vanguard Group, Inc
College Of Charleston
Hilton Head Island High School
Amanda Slechta has no disclosures.
Please visit their SEC profile for more details.