Vanguard Advisers Inc
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About this Advisor
George Centeno is a certified financial planner working out of Charlotte, North Carolina, who has 11 years of experience as a financial advisor. Centeno currently works for Vanguard Advisers Inc. They have been employed by Vanguard Advisers Inc for the entirety of their career. Centeno has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina and Texas. Vanguard Advisers Inc is a financial advisory firm based out of Charlotte, North Carolina. The investment advisory business has offices in three locations and a total of 878 people on staff. It manages $151 billion in assets across its 661,667 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 583 charitable organizations. Of its 661,667 accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets. Vanguard Advisers Inc provides 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 depend on the type of financial services provided. Fee types charged by Vanguard Advisers Inc likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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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
George Centeno Work History
George has 11 years of experience.
The Vanguard Group, Inc
George Centeno has no disclosures.
Please visit their SEC profile for more details.