Malachi
Conyers

Vanguard Advisers Inc

CRD#5315505
Investment Advisor
in Charlotte, NC
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About this Advisor

Malachi Conyers is a certified financial planner operating in Charlotte, North Carolina, who has been in the financial industry for 11 years. Conyers works at Vanguard Advisers Inc. During their career, the advisor has held roles at Wachovia Bank, N.A, The Vanguard Group, Inc, Wells Fargo Home Mortgage and Wells Fargo Advisors LLC. Conyers holds a Series 63 license, designating them as a securities agent, and is able to advise clients in North Carolina and Texas. Vanguard Advisers Inc is a firm that has its headquarters in Charlotte, North Carolina. The firm has offices in three locations and a total of 878 advisors. It administers $151 billion in assets among its 661,667 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 583 charities and foundations. Of its 661,667 client accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a diverse array 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. A financial advisor's fees largely are based on which service is provided. Fees billed by Vanguard Advisers Inc likely include any blend of 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 1 North Falls Plaza, Ste
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

Malachi Conyers Work History

Malachi has 11 years of experience.

2013 - Present (6 years)

The Vanguard Group, Inc

2011 - 2013 (2 years)

Wells Fargo Advisors LLC

2010 - 2011 (1 year)

Wells Fargo Home Mortgage

2007 - 2010 (3 years)

Wachovia Bank, N.A

Disclosures

Malachi Conyers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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