Lucas
Zubrod

Vanguard Advisers Inc

CRD#3180542
Investment Advisor
in Charlotte, NC
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About this Advisor

Lucas Zubrod is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered advisor with Vanguard Advisers Inc, they have gathered 16 years of experience as an investment advisor. Zubrod has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Zubrod is able to work with customers in North Carolina and Texas. Zubrod has spent their entire career at Vanguard Advisers Inc. Vanguard Advisers Inc is located in Charlotte, North Carolina, and has three other brick-and-mortar locations throughout the nation. Overall, Vanguard Advisers Inc manages $151 billion in assets dispersed across 661,667 client accounts and employs more than 878 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. 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 firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. 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, Series 65, 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

2525 Water Ridge Pkwy 1 North Falls Plaza Suite 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

Lucas Zubrod Work History

Lucas has 16 years of experience.

2002 - Present (17 years)

The Vanguard Group, Inc

Disclosures

Lucas Zubrod has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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