George
Centeno

Vanguard Advisers Inc

CRD#5037012
Investment Advisor
in Charlotte, NC
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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

Series 66, Certified Financial Planner

Years of Experience

11 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 Waterridge Pkwy 1 North Falls Plaza Suite 100
Charlotte, NC 28217

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Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$151,085,275,109

NC Average: $15,833,994,310
Total Number of Employees

878

NC Average: 41
Total Number of Accounts

661,667

NC Average: 3,342
Average Account Size

$228,340

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

George Centeno Work History

George has 11 years of experience.

2007 - Present (12 years)

The Vanguard Group, Inc

Disclosures

George Centeno has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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