Anastasia
Massiah

Vanguard Advisers Inc

CRD#5296531
Investment Advisor
in Charlotte, NC
Are you Anastasia Massiah? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Anastasia Massiah is a certified financial planner based in Charlotte, North Carolina, with a total of 11 years in the industry. Massiah currently works for Vanguard Advisers Inc. Their career trajectory has included roles at The Vanguard Group, Inc and Gold Canyon Candles. Massiah maintains a Series 63 license, certifying them as a securities agent, and can serve investors in North Carolina and Texas. Vanguard Advisers Inc is an advisory company that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in three locations and a total of 878 people on staff. It oversees $151 billion in assets under management among its 661,667 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 583 charities and foundations. Of its 661,667 client accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets. Vanguard Advisers Inc performs a wide assortment 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. Financial advisory fee schedules typically are based on which services are provided. However, fees charged by Vanguard Advisers Inc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 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

Anastasia Massiah Work History

Anastasia has 11 years of experience.

2008 - 2018 (10 years)

Gold Canyon Candles

2007 - Present (12 years)

The Vanguard Group, Inc

Disclosures

Anastasia Massiah 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