Kyle
Flanary

Vanguard Advisers Inc

CRD#5441235
Investment Advisor
in Charlotte, NC
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About this Advisor

Kyle Flanary is a certified financial planner who is based in Charlotte, North Carolina. Currently a registered financial advisor at Vanguard Advisers Inc, they have accumulated 11 years of professional experience. Flanary maintains a Series 63 license, designating the advisor as a securities broker. Flanary can operate in North Carolina and Texas. Flanary has spent their entire career at Vanguard Advisers Inc. Vanguard Advisers Inc is located in Charlotte, North Carolina, and operates out of three other locations throughout the country. As a registered investment firm, Vanguard Advisers Inc oversees $151 billion in assets throughout 661,667 client accounts and retains more than 878 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Vanguard Advisers Inc provides 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, 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 100 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

Kyle Flanary Work History

Kyle has 11 years of experience.

2007 - Present (12 years)

The Vanguard Group, Inc

Disclosures

Kyle Flanary has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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