Katherine
Burak

Vanguard Advisers Inc

CRD#5641876
Investment Advisor
in Charlotte, NC
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About this Advisor

Katherine Burak is a certified financial planner who works out of Charlotte, North Carolina. Currently an advisor with Vanguard Advisers Inc, they have gathered 14 years of professional experience. Burak holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Burak is able to work with clients in North Carolina and Texas. Their career trajectory has included roles at Lpl Financial, Target, Wilkinson And Associates, Cleary University, Sovereign Investment Group, Guardian Life Insurance Co, Park Avenue Securities LLC and The Vanguard Group, Inc. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and operates out of three other brick-and-mortar locations in the country. Overall, Vanguard Advisers Inc manages $151 billion in assets throughout 661,667 accounts and retains more than 878 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Vanguard Advisers Inc offers 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 66, Certified Financial Planner

Years of Experience

14 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

$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

Katherine Burak Work History

Katherine has 14 years of experience.

2018 - Present (1 years)

Cleary University

2017 - Present (2 years)

The Vanguard Group, Inc

2016 - 2017 (1 years)

Guardian Life Insurance Co

2016 - 2017 (1 years)

Park Avenue Securities LLC

2015 - 2015 (0 years)

Lpl Financial

2009 - 2015 (6 years)

Sovereign Investment Group

2008 - 2009 (1 years)

Target

2007 - 2009 (2 years)

Wilkinson And Associates

2004 - 2009 (5 years)

Cleary University

Disclosures

Katherine Burak has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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