Vanguard Advisers Inc
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About this Advisor
Daniel Sharpe is a certified financial planner located in Charlotte, North Carolina. Currently a registered investment advisor with Vanguard Advisers Inc, they have accumulated 16 years of professional experience as a financial advisor. Sharpe has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Sharpe can advise investors based out of North Carolina, Pennsylvania and Texas. Sharpe has worked their complete career at Vanguard Advisers Inc. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and operates out of three other brick-and-mortar locations across the country. As a company, Vanguard Advisers Inc oversees $151 billion in assets throughout 661,667 client accounts and retains more than 878 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Vanguard Advisers Inc offers 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
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 Sharpe Work History
Daniel has 16 years of experience.
The Vanguard Group, Inc
Daniel Sharpe has no disclosures.
Please visit their SEC profile for more details.