Isaac
Acosta Montenegro

Vanguard Advisers Inc

CRD#6268438
Investment Advisor
in Charlotte, NC
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About this Advisor

Isaac Acosta Montenegro is a certified financial planner based in Charlotte, North Carolina. Currently a registered advisor with Vanguard Advisers Inc, they have accumulated 11 years of work experience in the financial advisory industry. Acosta Montenegro has a Series 63 license, qualifying them as a securities agent. Acosta Montenegro is registered to work with customers based out of North Carolina and Texas. During their career, the advisor has held roles at The Vanguard Group, Inc, University Of North Carolina At Charlotte, Randstad, Zebra Restaurant & Wine Bar and Ma Painting LLC. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and has three other offices throughout the United States. As a company, Vanguard Advisers Inc oversees $151 billion in assets across 661,667 client accounts and employs more than 878 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Vanguard Advisers Inc can offer 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. The firm's fees may include 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 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

Isaac Acosta Montenegro Work History

Isaac has 11 years of experience.

2017 - Present (2 years)

Ma Painting LLC

2013 - Present (6 years)

The Vanguard Group, Inc

2013 - 2013 (0 years)

Randstad

2012 - 2014 (2 years)

Zebra Restaurant & Wine Bar

2007 - 2013 (6 years)

University Of North Carolina At Charlotte

Disclosures

Isaac Acosta Montenegro has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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