April
Duhigg

Vanguard Advisers Inc

CRD#3027544
Investment Advisor
in Charlotte, NC
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About this Advisor

April Duhigg is a certified financial planner working in Charlotte, North Carolina, with a total of 16 years in the industry. Duhigg currently works for Vanguard Advisers Inc. Their career trajectory has included roles at Wachovia Bank, N.A, Wachovia Securities, LLC, The Vanguard Group, Inc and Morgan Stanley Smith Barney. Duhigg maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina and Texas. Vanguard Advisers Inc is a registered investment business that has its headquarters in Charlotte, North Carolina. The firm has offices in three locations and a total of 878 people on staff. It manages $151 billion in assets under management among its 661,667 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 583 charitable organizations. Of its 661,667 accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Vanguard Advisers Inc has a number 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. Fees for financial advice are based on which services are offered. Fees billed by Vanguard Advisers Inc most likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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

$151,085,275,109

NC Average: $15,833,994,310
Total Number of Employees

878

NC Average: 41
Total Number of Accounts

661,667

NC Average: 3,342
Average Account Size

$228,340

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

April Duhigg Work History

April has 16 years of experience.

2011 - Present (8 years)

The Vanguard Group, Inc

2010 - 2011 (1 years)

Morgan Stanley Smith Barney

2003 - 2010 (7 years)

Wachovia Securities, LLC

2002 - 2010 (8 years)

Wachovia Bank, N.A

Disclosures

April Duhigg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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