Erica
Hamilton

Vanguard Advisers Inc

CRD#4881562
Investment Advisor
in Charlotte, NC
Are you Erica Hamilton? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Erica Hamilton is a certified financial planner operating in Charlotte, North Carolina, with a total of 14 years of financial industry experience. Hamilton is an advisor for Vanguard Advisers Inc. They have been with Vanguard Advisers Inc for all of their career. Hamilton holds a Series 63 license, designating them as a securities agent, and is approved to serve investors in North Carolina and Texas. Vanguard Advisers Inc is an advisory business that has its headquarters in Charlotte, North Carolina. The company has offices in three locations and a total of 878 people on staff. It controls $151 billion in assets between its 661,667 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 583 charitable organizations. Of its 661,667 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company has a number 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 largely are based on which services the firm provides the client. Fees billed by Vanguard Advisers Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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
Charlotte, NC 28217

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

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Erica Hamilton Work History

Erica has 14 years of experience.

2004 - Present (15 years)

The Vanguard Group, Inc

Disclosures

Erica Hamilton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started