Gordon
Mccay

Vanguard Advisers Inc

CRD#6033110
Investment Advisor
in Charlotte, NC
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About this Advisor

Gordon Mccay is a certified financial planner working out of Charlotte, North Carolina, who has 13 years of professional experience. Mccay is currently employed by Vanguard Advisers Inc. During their career, Mccay has held roles at Fidelity Brokerage Services, LLC, Accountemps, The Town Of Mount Pleasant, Mccay, Kiddy & Associates, LLC, The Vanguard Group, Inc, Wells Fargo Advisors Financial Network, LLC and Robert Half Management Resources. Mccay has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in North Carolina and Texas. Vanguard Advisers Inc is a registered investment company headquartered in Charlotte, North Carolina. The firm has offices in three locations and a total of 878 advisors. It manages $151 billion in assets under management across its 661,667 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 583 charities and foundations. Of its 661,667 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm has 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. Fees for financial management largely depend on which services the firm provides the client. Fees charged by Vanguard Advisers Inc likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 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 Pkwy 1 North Falls Plaza, Ste 100
Charlotte, NC 28217

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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

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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

Gordon Mccay Work History

Gordon has 13 years of experience.

2018 - Present (1 year)

The Vanguard Group, Inc

2017 - 2017 (< 1 year)

Wells Fargo Advisors Financial Network, LLC

2017 - 2017 (< 1 year)

Robert Half Management Resources

2012 - 2017 (5 years)

Fidelity Brokerage Services, LLC

2011 - 2012 (1 year)

Accountemps

2011 - 2012 (1 year)

The Town Of Mount Pleasant

2005 - 2011 (6 years)

Mccay, Kiddy & Associates, LLC

Disclosures

Gordon Mccay has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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