Vanguard Advisers Inc
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About this Advisor
Marc Scavo is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered investment advisor at Vanguard Advisers Inc, they have accumulated 16 years of practice in the financial advisory industry. Scavo has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Scavo is registered to serve clients based out of North Carolina and Texas. Throughout their career, Scavo has worked at The Vanguard Group, Inc, Ubs, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and has three other brick-and-mortar locations in the country. In total, Vanguard Advisers Inc oversees $151 billion in assets across 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 biggest financial 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 advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Vanguard Advisers Inc can offer 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
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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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
Marc Scavo Work History
Marc has 16 years of experience.
The Vanguard Group, Inc
Tiaa-Cref Individual & Institutional Services, LLC
Marc Scavo has no disclosures.
Please visit their SEC profile for more details.