Vanguard Advisers Inc
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About this Advisor
David Tatich is a certified financial planner who lives in Charlotte, North Carolina. Currently an advisor with Vanguard Advisers Inc, Tatich has 18 years of experience in the financial advisory industry. Tatich has Series 63, Series 65 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Tatich is registered to advise customers based out of Alabama, Montana, Pennsylvania, Arizona, Louisiana, Rhode Island, Texas, Michigan, Nevada and North Carolina. Tatich 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 in the country. As a company, Vanguard Advisers Inc manages $151 billion in assets across 661,667 client accounts and retains more than 878 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. 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 firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Vanguard Advisers Inc provides 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's fees may 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
David Tatich Work History
David has 18 years of experience.
The Vanguard Group, Inc
David Tatich has disclosures.
Please visit their SEC profile for more details.