Edward
Mcconnell
Vanguard Advisers, Inc
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About this Advisor
Edward Mcconnell is a certified financial planner operating out of Charlotte, North Carolina who has 5 years of industry experience. Mcconnell currently works for Vanguard Advisers, Inc. Throughout their career, Mcconnell has worked at Bbtis, Bb&T Bank, Bb&T Securities, LLC and The Vanguard Group, Inc. Mcconnell holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina and Texas. Vanguard Advisers, Inc is a firm based in Malvern, PA. It has offices in 2,124 locations and a total of 2,124 employees. It has $299 billion in assets among its 634,470 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 958 charities and foundations. Of its 634,470 customer accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in assets. Vanguard Advisers, Inc performs a number of services, such as 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. Financial advisory fees largely vary depending on which service is provided. However, fees billed by Vanguard Advisers, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
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 been registered as a financial advisor for 5 years.*
The Vanguard Group, Inc
Bb&T Securities, LLC
Bbtis
Bb&T Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edward Mcconnell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vanguard Advisers, Inc
Charlotte, NC
Malvern, PA
Charlotte, NC
Charlotte, NC
Scottsdale, AZ
Malvern, PA
Scottsdale, AZ
Malvern, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
