Brian
Davis

Vanguard Advisers Inc

CRD#6093343
Investment Advisor
in Charlotte, NC
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About this Advisor

Brian Davis is a certified financial planner operating in Charlotte, North Carolina, with 10 years of work experience. Davis is an employee of Vanguard Advisers Inc. The advisor has gained experience at The Vanguard Group, Inc, The University Of Arizona and Sullivan'S Steakhouse. Davis maintains a Series 63 license, certifying them as a securities broker, and can operate in Arizona, North Carolina and Texas. Vanguard Advisers Inc is a company based in Charlotte, North Carolina. The investment advisory business has offices in three locations and a total of 878 financial advisors. It manages $151 billion in total assets among its 661,667 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 583 charitable organizations. Of its 661,667 customer accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets. The firm offers 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. A financial advisor's fee schedules largely vary depending on which services are provided. Fee types billed by Vanguard Advisers Inc most likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 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

Brian Davis Work History

Brian has 10 years of experience.

2018 - Present (1 years)

The Vanguard Group, Inc

2012 - 2018 (6 years)

The Vanguard Group, Inc

2009 - 2010 (1 years)

Sullivan'S Steakhouse

2008 - 2012 (4 years)

The University Of Arizona

Disclosures

Brian Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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