Kedric
Spearman

Vanguard Advisers Inc

CRD#4566252
Investment Advisor
in Charlotte, NC
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About this Advisor

Kedric Spearman is a certified financial planner in Charlotte, North Carolina. Currently an investment advisor at Vanguard Advisers Inc, they have accumulated 16 years of work experience. Spearman holds Series 63 and Series 66 licenses, qualifying the advisor as a securities agent. Spearman can operate in North Carolina and Texas. Spearman has gained experience at The Vanguard Group, Inc, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and operates out of three other locations in the nation. As a company, Vanguard Advisers Inc oversees $151 billion in assets dispersed across 661,667 client accounts and employs more than 878 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in 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 may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

16 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

1 North Falls Plaza Ste 100 2525 Water Ridge Pkwy
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

Kedric Spearman Work History

Kedric has 16 years of experience.

2016 - Present (3 years)

The Vanguard Group, Inc

2012 - 2016 (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2012 - 2016 (4 years)

Tiaa

2002 - 2012 (10 years)

The Vanguard Group, Inc

Disclosures

Kedric Spearman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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