Bennett
Kaplan
Vanguard Advisers, Inc
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About this Advisor
Bennett Kaplan is a financial advisor based in Charlotte, North Carolina, working with Vanguard Advisers, Inc. Bennett has previously held positions at The Vanguard Group, Inc, Newton North High School, Lafayette College, Queen Mary University, Cummings School Of Veterinary Medicine At Tufts University, Newton Highlands Congregational Church, Lenox Hill Veterinarians, Gentle Giant Moving Co, Riverside Community Care, American Foundation For Suicide Prevention, and Kacvinsky Daisak Bluni Pllc. Bennett has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Bennett is part of Vanguard Advisers, Inc, which operates out of Charlotte, North Carolina. The firm has 2,107 offices and 2,107 employees. The firm manages assets totaling $333.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Vanguard Advisers, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$333,066,527,268
2,107
804,462
$414,024
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
Bennett Kaplan Work History
The Vanguard Group, Inc
Queen Mary University
Kacvinsky Daisak Bluni Pllc
Lafayette College
Riverside Community Care
American Foundation For Suicide Prevention
Gentle Giant Moving Co
Lafayette College
Lenox Hill Veterinarians
Cummings School Of Veterinary Medicine At Tufts University
Newton Highlands Congregational Church
Newton North High School
Disclosures
Please visit the SEC profile of Bennett Kaplan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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