Brenden
Gilliam

Vanguard Advisers Inc

CRD#6064223
Investment Advisor
in Charlotte, NC
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About this Advisor

Brenden Gilliam is a certified financial planner operating out of Charlotte, North Carolina, who has 12 years of professional experience. Gilliam is currently employed by Vanguard Advisers Inc. Their career trajectory has included roles at University Of North Carolina At Greensboro, The Vanguard Group, Inc, Walter Hines Page High School and Northwestern Mutual Financial Network. Gilliam maintains a Series 63 license, which qualifies them as a securities broker, and is approved to operate in North Carolina and Texas. Vanguard Advisers Inc is a registered investment company headquartered in Charlotte, North Carolina. It has offices in three locations and a total of 878 financial advisors. It has $151 billion in total assets among its 661,667 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 583 charities and foundations. Of its 661,667 client accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a number of services, such as 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. Financial management fee schedules depend on which services are provided. However, fee types charged by Vanguard Advisers Inc most likely consist of 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 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

Brenden Gilliam Work History

Brenden has 12 years of experience.

2014 - Present (5 years)

The Vanguard Group, Inc

2012 - 2013 (1 years)

Northwestern Mutual Financial Network

2009 - 2012 (3 years)

University Of North Carolina At Greensboro

2006 - 2009 (3 years)

Walter Hines Page High School

Disclosures

Brenden Gilliam has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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