David
Sehorn

Vanguard Advisers Inc

CRD#5138724
Investment Advisor
in Charlotte, NC
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About this Advisor

David Sehorn is a certified financial planner operating out of Charlotte, North Carolina, who has been in the advisory business for 12 years. Sehorn is an employee of Vanguard Advisers Inc. They have spent the entirety of their career at Vanguard Advisers Inc. Sehorn maintains a Series 63 license, designating them as a securities representative, and is able to advise clients in North Carolina and Texas. Vanguard Advisers Inc is a registered investment firm based out of Charlotte, North Carolina. The company has offices in three locations and a total of 878 people on staff. It oversees $151 billion in total assets across its 661,667 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 583 charitable organizations. Of its 661,667 accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Vanguard Advisers Inc provides a number of services, such as 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. Fees for financial advisory services typically depend on the services provided. However, fee types charged by Vanguard Advisers Inc can include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 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
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

David Sehorn Work History

David has 12 years of experience.

2006 - Present (13 years)

The Vanguard Group, Inc

Disclosures

David Sehorn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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