Carter
Garbutt

Vanguard Advisers Inc

CRD#5564165
Investment Advisor
in Charlotte, NC
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About this Advisor

Carter Garbutt is a certified financial planner who is based in Charlotte, North Carolina. Currently a registered investment advisor at Vanguard Advisers Inc, Garbutt has 10 years of practice as a financial advisor. Garbutt maintains a Series 63 license, which certifies them as a securities agent. Garbutt can serve clients based out of North Carolina and Texas. Garbutt has worked their complete career at Vanguard Advisers Inc. Vanguard Advisers Inc is located in Charlotte, North Carolina, and operates out of three other brick-and-mortar locations throughout the country. As a company, Vanguard Advisers Inc manages $151 billion in assets 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 financial advisory firms in the country. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Vanguard Advisers Inc can offer 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 may charge clients 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 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

Carter Garbutt Work History

Carter has 10 years of experience.

2008 - Present (11 years)

The Vanguard Group, Inc

Disclosures

Carter Garbutt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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