Craig
Doyon

Vanguard Advisers Inc

CRD#4248537
Investment Advisor
in Charlotte, NC
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About this Advisor

Craig Doyon is a certified financial planner operating out of Charlotte, North Carolina, who has been in the advisory business for 10 years. Doyon works at Vanguard Advisers Inc. Their career trajectory has included roles at The Vanguard Group, Inc and Homewatch Caregivers. Doyon maintains a Series 63 license, designating them as a securities agent, and is able to advise clients in North Carolina and Texas. Vanguard Advisers Inc is a registered investment firm operating in Charlotte, North Carolina. It has offices in three locations and a total of 878 financial advisors. It administers $151 billion in assets across its 661,667 accounts, placing it among the largest firms in the country by assets under management. The firm advises 583 charitable organizations. Of its 661,667 client accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a broad range 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 advisory fees usually are based on the type of services offered. However, fees charged by Vanguard Advisers Inc can consist of some 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 Parkway 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

Craig Doyon Work History

Craig has 10 years of experience.

2014 - Present (5 years)

The Vanguard Group, Inc

2008 - 2014 (6 years)

Homewatch Caregivers

Disclosures

Craig Doyon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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