Anish
Patel

Vanguard Advisers Inc

CRD#4598542
Investment Advisor
in Charlotte, NC
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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

Series 63, Certified Financial Planner

Years of Experience

16 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

Anish Patel Work History

Anish has 16 years of experience.

2002 - Present (17 years)

The Vanguard Group, Inc

Disclosures

Anish Patel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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