Vanguard Advisers Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Gregory Adams is a certified financial planner based in Charlotte, North Carolina, who has been in the advisory business for 10 years. Adams works at Vanguard Advisers Inc. Adams has gained experience at Ubs and The Vanguard Group, Inc. Adams holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Alabama, Rhode Island, Arizona, Louisiana, Michigan, Montana, Nevada, North Carolina, Texas and Pennsylvania. Vanguard Advisers Inc is an advisory business operating out of Charlotte, North Carolina. The company has offices in three locations and a total of 878 people on staff. It has $151 billion in assets under management among its 661,667 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 583 charitable organizations. Of its 661,667 accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company 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. A financial advisor's fees usually are based on the type of services. However, fee types charged by Vanguard Advisers Inc can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Vanguard Advisers Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Gregory Adams Work History
Gregory has 10 years of experience.
The Vanguard Group, Inc
Gregory Adams has no disclosures.
Please visit their SEC profile for more details.