Ashley
Morris

Vanguard Advisers Inc

CRD#6254105
Investment Advisor
in Charlotte, NC
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About this Advisor

Ashley Morris is a certified financial planner who works out of Charlotte, North Carolina. Currently a registered advisor at Vanguard Advisers Inc, Morris has 12 years of professional experience. Morris has a Series 63 license, designating them as a securities agent. Morris is registered to work with clients based out of North Carolina and Texas. Over the course of their career, Morris has held roles at Purdue University, The Vanguard Group, Inc, Banker Investment Group, Financial Planning Consultants, Greeneville High School and Keatley Wealth Management, LLC. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and operates out of three other brick-and-mortar locations in the United States. As a registered investment advisory firm, Vanguard Advisers Inc oversees $151 billion in assets across 661,667 accounts and employs more than 878 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Vanguard Advisers Inc can offer 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

12 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 Pkwy. 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

Ashley Morris Work History

Ashley has 12 years of experience.

2017 - Present (2 years)

The Vanguard Group, Inc

2016 - 2017 (1 years)

Keatley Wealth Management, LLC

2014 - 2016 (2 years)

The Vanguard Group, Inc

2014 - 2014 (0 years)

Banker Investment Group

2013 - 2013 (0 years)

Financial Planning Consultants

2010 - 2014 (4 years)

Purdue University

2006 - 2010 (4 years)

Greeneville High School

Disclosures

Ashley Morris has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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