Vanguard Advisers Inc
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Vanguard Advisers Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
The Vanguard Group, Inc
Lpl Financial LLC
Glens Falls National Bank & Trust
Douglas Merrigan has no disclosures.
Please visit their SEC profile for more details.