Andrew
Tamburro

Vanguard Advisers Inc

CRD#6104623
Investment Advisor
in Charlotte, NC
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About this Advisor

Andrew Tamburro is a certified financial planner who works out of Charlotte, North Carolina, with 11 years of experience as a financial advisor. Tamburro currently works for Vanguard Advisers Inc. Their career trajectory has included roles at Clemson University, The Vanguard Group, Inc, Brevard Community College and Tri-County Technical College. Tamburro holds a Series 63 license, certifying them as a securities agent, and can advise clients in North Carolina and Texas. Vanguard Advisers Inc is a registered investment company that has its headquarters in Charlotte, North Carolina. It has offices in three locations and a total of 878 people on staff. It manages $151 billion in assets between its 661,667 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 583 charitable organizations. Of its 661,667 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets. The business performs a broad set of services, such as 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 advice usually depend on which services are provided. However, fees charged by Vanguard Advisers Inc likely include 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

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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

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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

Andrew Tamburro Work History

Andrew has 11 years of experience.

2012 - Present (7 years)

The Vanguard Group, Inc

2010 - 2012 (2 years)

Clemson University

2009 - 2010 (1 year)

Tri-County Technical College

2007 - 2008 (1 year)

Brevard Community College

Disclosures

Andrew Tamburro has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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