David
Wilson

Vanguard Advisers Inc

CRD#5910466
Investment Advisor
in Charlotte, NC
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About this Advisor

David Wilson is a certified financial planner based out of Charlotte, North Carolina, with 10 years of professional experience. Wilson works at Vanguard Advisers Inc. During their career, Wilson has held roles at Clemson University, The Vanguard Group, Inc and Northwestern Mutual. Wilson maintains a Series 63 license, which qualifies them as a securities agent, and is registered to work in North Carolina and Texas. Vanguard Advisers Inc is an advisory business that has its headquarters in Charlotte, North Carolina. The firm has offices in three locations and a total of 878 financial advisors. It manages $151 billion in assets across its 661,667 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 583 charitable organizations. Of its 661,667 accounts, just 4% are held by high-net-worth clients who have more than $1 million in investable assets. Vanguard Advisers Inc performs a wide range 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. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Vanguard Advisers Inc can include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 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 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

David Wilson Work History

David has 10 years of experience.

2012 - Present (7 years)

The Vanguard Group, Inc

2011 - 2012 (1 year)

Clemson University

2011 - 2012 (1 year)

Northwestern Mutual

2008 - 2011 (3 years)

Clemson University

Disclosures

David Wilson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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