Daniel
Chang

Vanguard Advisers Inc

CRD#5405382
Investment Advisor
in Charlotte, NC
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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

Series 66, Series 63, 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 Pkwy 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

Daniel Chang Work History

Daniel has 11 years of experience.

2016 - Present (3 years)

The Vanguard Group, Inc

2014 - 2016 (2 years)

Bb&T Bank

2007 - 2013 (6 years)

Bb&T Investments

Disclosures

Daniel Chang has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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