Brandyn
Shetler

Vanguard Advisers, Inc

CRD#7001063
Investment Advisor
in Charlotte, NC

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About this Advisor

Brandyn Shetler is a financial advisor operating in Charlotte, North Carolina with 2 years of relevant experience. Shetler is an employee of Vanguard Advisers, Inc. During their career, Shetler has held roles at The Vanguard Group, Inc, Nomad Aquatics And Fitness Center, Finish Line, University Of North Carolina At Charlotte and Central Piedmont Community College. Shetler maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to serve investors in North Carolina and Texas. Vanguard Advisers, Inc is an advisory firm headquartered in Malvern, PA. The company has offices in 2,124 locations and a total of 2,124 people on staff. It has $299 billion in assets across its 634,470 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 958 charitable organizations. Of its 634,470 client accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm 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 charged by financial advisors typically vary depending on which service is provided. Fees charged by Vanguard Advisers, Inc can include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

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

$299,191,714,649

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

2,124

NC Average: 41
Total Number of Accounts

634,470

NC Average: 3,342
Average Account Size

$471,562

NC Average: $4,737,880

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

Brandyn Shetler Work History

Brandyn has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

The Vanguard Group, Inc

2017 - 2018 (1 year)

Nomad Aquatics And Fitness Center

2016 - 2018 (2 years)

Nomad Aquatics And Fitness Center

2016 - 2017 (1 year)

University Of North Carolina At Charlotte

2013 - 2018 (5 years)

Nomad Aquatics And Fitness Center

2012 - 2015 (3 years)

Central Piedmont Community College

2011 - 2014 (3 years)

Finish Line

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brandyn Shetler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vanguard Advisers, Inc

Alfonso Hoggard
Malvern, PA
Jonathan Kahrs
Malvern, PA
Trent Moore
Scottsdale, AZ
William Bailey
Charlotte, NC
Charles Rainey
Scottsdale, AZ
William Mcbride
Malvern, PA
Austin Crass
Charlotte, NC
Michael Raleigh
Malvern, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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