Douglas
Merrigan

Vanguard Advisers Inc

CRD#3116970
Investment Advisor
in Charlotte, NC
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About this Advisor

Douglas Merrigan is a certified financial planner who works out of Charlotte, North Carolina. Currently a registered investment advisor with Vanguard Advisers Inc, Merrigan has 13 years of work experience. Merrigan maintains a Series 63 license, qualifying them as a securities representative. Merrigan can advise clients based out of North Carolina and Texas. Over the course of their career, they have held roles at Glens Falls National Bank & Trust, Lpl Financial LLC and The Vanguard Group, Inc. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and operates out of three other brick-and-mortar locations in the nation. As a company, Vanguard Advisers Inc manages $151 billion in assets throughout 661,667 accounts and retains more than 878 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. 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

Series 63, Certified Financial Planner

Years of Experience

13 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 Suite 100
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

Douglas Merrigan Work History

Douglas has 13 years of experience.

2012 - Present (7 years)

The Vanguard Group, Inc

2011 - 2012 (1 years)

Lpl Financial LLC

2005 - 2012 (7 years)

Glens Falls National Bank & Trust

Disclosures

Douglas Merrigan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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