Edward
Mcconnell

Vanguard Advisers Inc

CRD#4525887
Investment Advisor
in Charlotte, NC
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About this Advisor

Edward Mcconnell is a certified financial planner whose office is in Charlotte, North Carolina. Currently an advisor at Vanguard Advisers Inc, Mcconnell has 16 years of work experience. Mcconnell maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Mcconnell can serve customers in North Carolina and Texas. During their career, the advisor has held roles at Wachovia Bank, N.A, Wachovia Securities, LLC, Bbtis, Bb&T Bank, Morgan Stanley, The Vanguard Group, Inc and Bb&T Securities, LLC. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and has three other offices throughout the United States. As a company, Vanguard Advisers Inc oversees $151 billion in assets dispersed across 661,667 accounts and employs more than 878 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 661,632 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Vanguard Advisers Inc can offer 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, Series 65, Certified Financial Planner

Years of Experience

16 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

2605 Water Ridge Pkwy
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

Edward Mcconnell Work History

Edward has 16 years of experience.

2018 - Present (1 years)

The Vanguard Group, Inc

2018 - 2018 (0 years)

Bb&T Securities, LLC

2011 - 2018 (7 years)

Bbtis

2011 - 2018 (7 years)

Bb&T Bank

2010 - 2011 (1 years)

Morgan Stanley

2003 - 2010 (7 years)

Wachovia Securities, LLC

2002 - 2010 (8 years)

Wachovia Bank, N.A

Disclosures

Edward Mcconnell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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