Craig
Taffaro

Vanguard Advisers Inc

CRD#6216297
Investment Advisor
in Charlotte, NC
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About this Advisor

Craig Taffaro is a certified financial planner based in Charlotte, North Carolina. Currently a registered investment advisor with Vanguard Advisers Inc, they have accumulated 11 years of work experience. Taffaro holds Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Taffaro can advise investors in North Carolina and Texas. During their career, the advisor has held roles at The Vanguard Group, Inc, Belmont Abbey College and Homeschool. Vanguard Advisers Inc is located in Charlotte, North Carolina, and has three other offices in the nation. In total, Vanguard Advisers Inc oversees $151 billion in assets throughout 661,667 client accounts and retains more than 878 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. 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 provide 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

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

Craig Taffaro Work History

Craig has 11 years of experience.

2013 - Present (6 years)

The Vanguard Group, Inc

2009 - 2013 (4 years)

Belmont Abbey College

2007 - 2009 (2 years)

Homeschool

Disclosures

Craig Taffaro has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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