Vanguard Advisers Inc
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About this Advisor
Daniel Chang is a certified financial planner operating in Charlotte, North Carolina, with 11 years in the industry. Chang is on the advisory team at Vanguard Advisers Inc. Their career trajectory has included roles at Bb&T Bank, The Vanguard Group, Inc and Bb&T Investments. Chang maintains Series 66 and Series 63 licenses, qualifying them as a securities representative, and is registered to operate in North Carolina, Texas and Pennsylvania. Vanguard Advisers Inc is a business headquartered in Charlotte, North Carolina. The company has offices in three locations and a total of 878 employees. It oversees $151 billion in total assets across its 661,667 accounts, making it one of the largest firms in the country by assets under management. The firm advises 583 charitable organizations. Of its 661,667 customer accounts, just 4% are associated with high-net-worth investors who have at least $1 million in investable assets. The company provides a wide set 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 fees typically are based on which services are offered. Fee types charged by Vanguard Advisers Inc can 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
Daniel Chang Work History
Daniel has 11 years of experience.
The Vanguard Group, Inc
Daniel Chang has no disclosures.
Please visit their SEC profile for more details.