Vanguard Advisers Inc
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About this Advisor
Anish Patel is a certified financial planner located in Charlotte, North Carolina. Currently a registered advisor with Vanguard Advisers Inc, they have accrued 16 years of practice in the financial advisory industry. Patel holds a Series 63 license, which designates the advisor as a securities agent. Patel is registered to work with clients based out of Alabama, Arizona, Louisiana, Michigan, Montana, Nevada, Pennsylvania, Rhode Island, Texas and North Carolina. Patel has worked their complete career at Vanguard Advisers Inc. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and has three other brick-and-mortar locations throughout the country. Overall, Vanguard Advisers Inc oversees $151 billion in assets throughout 661,667 accounts and retains more than 878 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 4% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Vanguard Advisers Inc can provide 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 may charge clients 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
Anish Patel Work History
Anish has 16 years of experience.
The Vanguard Group, Inc
Anish Patel has no disclosures.
Please visit their SEC profile for more details.