Vanguard Advisers Inc
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About this Advisor
Joseph Zairo is a certified financial planner who works in Charlotte, North Carolina, with a total of 11 years of professional experience. Zairo is on the advisory team at Vanguard Advisers Inc. They have spent all of their career at Vanguard Advisers Inc. Zairo has a Series 63 license, qualifying them as a securities broker, and can advise clients in North Carolina, Pennsylvania and Texas. Vanguard Advisers Inc is a financial advisory company that has its headquarters in Charlotte, North Carolina. It has offices in three locations and a total of 878 employees. It oversees $151 billion in assets under management between its 661,667 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 583 charitable organizations. Of its 661,667 client accounts, just 4% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs 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 charged by financial advisors usually depend on which services the firm provides the client. However, fee types billed by Vanguard Advisers Inc may include any combination 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
Joseph Zairo Work History
Joseph has 11 years of experience.
The Vanguard Group, Inc
Joseph Zairo has no disclosures.
Please visit their SEC profile for more details.