James
Gniadek

Vanguard Advisers, Inc

CRD#7405965
Investment Advisor
in Charlotte, NC

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About this Advisor

James Gniadek is a financial advisor based in Charlotte, North Carolina, working with Vanguard Advisers, Inc. James has previously held positions at The Vanguard Group, Inc, Hickory High School, Hickory Parks, Recreation, And Sports Tourism, Viewmont Auto Sales, University Of North Carolina At Chapel Hill, Mississippi Furniture Xpress, Salsarita's Fresh Mexican Grill, Tony Silvagni Surf School, and Lowes Foods. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, James is part of Vanguard Advisers, Inc, which operates out of Charlotte, North Carolina. The firm has 2,107 offices and 2,107 employees. The firm manages assets totaling $333.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Vanguard Advisers, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

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

$333,066,527,268

NC Average: $15,833,994,310
Total Number of Employees

2,107

NC Average: 41
Total Number of Accounts

804,462

NC Average: 3,342
Average Account Size

$414,024

NC Average: $4,737,880

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

James Gniadek Work History

2021 - Present (4 years)

The Vanguard Group, Inc

2021 - 2021 (< 1 year)

University Of North Carolina At Chapel Hill

2021 - 2021 (< 1 year)

Salsarita'S Fresh Mexican Grill

2020 - 2020 (< 1 year)

University Of North Carolina At Chapel Hill

2020 - 2020 (< 1 year)

Salsarita'S Fresh Mexican Grill

2020 - 2020 (< 1 year)

University Of North Carolina At Chapel Hill

2020 - 2021 (1 year)

Lowes Foods

2019 - 2019 (< 1 year)

University Of North Carolina At Chapel Hill

2019 - 2019 (< 1 year)

Tony Silvagni Surf School

2019 - 2019 (< 1 year)

University Of North Carolina At Chapel Hill

2019 - 2019 (< 1 year)

Salsarita'S Fresh Mexican Grill

2018 - 2018 (< 1 year)

University Of North Carolina At Chapel Hill

2018 - 2018 (< 1 year)

Mississippi Furniture Xpress

2018 - 2018 (< 1 year)

Salsarita'S Fresh Mexican Grill

2018 - 2018 (< 1 year)

Salsarita'S Fresh Mexican Grill

2018 - 2018 (< 1 year)

University Of North Carolina At Chapel Hill

2017 - 2017 (< 1 year)

Hickory High School

2017 - 2017 (< 1 year)

Viewmont Auto Sales

2017 - 2017 (< 1 year)

University Of North Carolina At Chapel Hill

2016 - 2016 (< 1 year)

Hickory High School

2016 - 2016 (< 1 year)

Viewmont Auto Sales

2016 - 2016 (< 1 year)

Hickory High School

2015 - 2015 (< 1 year)

Hickory High School

2015 - 2015 (< 1 year)

Hickory Parks, Recreation, And Sports Tourism

2015 - 2015 (< 1 year)

Hickory High School

2015 - 2016 (1 year)

Hickory Parks, Recreation, And Sports Tourism

2014 - 2014 (< 1 year)

Hickory High School

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Disclosures

Please visit the SEC profile of James Gniadek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vanguard Advisers, Inc

Caleigh Mcdonough
Scottsdale, AZ
Justin Parisien
Scottsdale, AZ
Nicholas Thomas
Charlotte, NC
Michael Quinones
Charlotte, NC
Mason Lee
Malvern, PA
Daniel Gorman
Malvern, PA
Andres Silva
Scottsdale, AZ
Javonte Hubbard
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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