Glen
Curtis

Vanguard Advisers Inc

CRD#5979988
Investment Advisor
in Charlotte, NC
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About this Advisor

Glen Curtis is a certified financial planner operating in Charlotte, North Carolina, with a total of 11 years of work experience. Curtis works at Vanguard Advisers Inc. During their career, Curtis has held roles at The Vanguard Group, Inc and Walker Jackson Mortgage Corp. Curtis holds a Series 63 license, certifying them as a securities broker, and is registered to operate in North Carolina and Texas. Vanguard Advisers Inc is a company headquartered in Charlotte, North Carolina. The investment advisory business has offices in three locations and a total of 878 advisors. It administers $151 billion in assets between its 661,667 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 583 charitable organizations. Of its 661,667 accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Vanguard Advisers Inc provides 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 management fee schedules depend on the financial services provided. Fees billed by Vanguard Advisers Inc likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, 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 Water Ridge Parkway 100 North Falls Plaza, Ste 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

Glen Curtis Work History

Glen has 11 years of experience.

2011 - Present (8 years)

The Vanguard Group, Inc

2007 - 2011 (4 years)

Walker Jackson Mortgage Corp

Disclosures

Glen Curtis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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