Vanguard Advisers Inc
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About this Advisor
David Curtis is a certified financial planner in Charlotte, North Carolina. Currently a registered financial advisor at Vanguard Advisers Inc, Curtis has 10 years of experience in the financial advisory industry. Curtis maintains a Series 63 license, which qualifies the advisor as a securities representative. Curtis can act as an advisor in North Carolina and Texas. During their career, the advisor has held roles at The Vanguard Group, Inc and Plexus. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and has three other locations in the nation. Overall, Vanguard Advisers Inc manages $151 billion in assets across 661,667 accounts and employs more than 878 people. The firm's total assets under management places it among the biggest 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 investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Vanguard Advisers Inc can offer 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
David Curtis Work History
David has 10 years of experience.
The Vanguard Group, Inc
David Curtis has no disclosures.
Please visit their SEC profile for more details.