Marc
Scavo

Vanguard Advisers Inc

CRD#4598443
Investment Advisor
in Charlotte, NC
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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

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

2525 Water Ridge Pkwy. 1 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

Marc Scavo Work History

Marc has 16 years of experience.

2017 - Present (2 years)

The Vanguard Group, Inc

2013 - 2017 (4 years)

Tiaa

2013 - 2017 (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2002 - 2013 (11 years)

Ubs

Disclosures

Marc Scavo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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