Vanguard Advisers Inc
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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
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
Gordon Mccay Work History
Gordon has 13 years of experience.
The Vanguard Group, Inc
Wells Fargo Advisors Financial Network, LLC
Robert Half Management Resources
Fidelity Brokerage Services, LLC
The Town Of Mount Pleasant
Mccay, Kiddy & Associates, LLC
Gordon Mccay has no disclosures.
Please visit their SEC profile for more details.