Gregory
Adams

Vanguard Advisers Inc

CRD#3074801
Investment Advisor
in Charlotte, NC
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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 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

Gregory Adams Work History

Gregory has 10 years of experience.

2011 - Present (8 years)

The Vanguard Group, Inc

2008 - 2011 (3 years)

Ubs

Disclosures

Gregory Adams has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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