Vanguard Advisers Inc
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About this Advisor
Brian Fay is a certified financial planner who lives in Charlotte, North Carolina. Currently a registered advisor at Vanguard Advisers Inc, Fay has 19 years of professional experience in the financial advisory industry. Fay holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Fay is able to advise customers based out of North Carolina and Texas. During their career, the advisor has held roles at The Vanguard Group Inc and Bk Fay Enterprises LLC. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and has three other brick-and-mortar locations in the nation. In aggregate, Vanguard Advisers Inc manages $151 billion in assets dispersed across 661,667 client accounts and employs more than 878 people. The level of assets currently under the firm's management makes it one of the largest 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 greater than $1 million in investable assets. Vanguard Advisers Inc offers 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's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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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 Fay Work History
Brian has 19 years of experience.
The Vanguard Group Inc
Bk Fay Enterprises LLC
Brian Fay has no disclosures.
Please visit their SEC profile for more details.