Martin
Monahan

Vanguard Advisers Inc

CRD#4948395
Investment Advisor
in Charlotte, NC
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About this Advisor

Martin Monahan is a certified financial planner working in Charlotte, North Carolina, who has 10 years of professional experience. Monahan works at Vanguard Advisers Inc. Their career trajectory has included roles at Family Wealth Counselors Of The Carolinas, Uvest Financial Services Group, Inc, The Vanguard Group, Inc, Pma-A Conseco Company and Murata. Monahan has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to operate in North Carolina and Texas. Vanguard Advisers Inc is a financial advisory business that has its headquarters in Charlotte, North Carolina. The firm has offices in three locations and a total of 878 advisors. It has $151 billion in assets among its 661,667 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 583 charities and foundations. Of its 661,667 accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Vanguard Advisers Inc provides a wide assortment 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. Fees for financial management usually are based on which services the firm provides the client. However, fee types charged by Vanguard Advisers Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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

Yes

Office Location

2525 Water Ridge Parkway 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

Martin Monahan Work History

Martin has 10 years of experience.

2011 - Present (8 years)

The Vanguard Group, Inc

2011 - 2011 (0 years)

Murata

2010 - 2011 (1 years)

Pma-A Conseco Company

2009 - 2010 (1 years)

Uvest Financial Services Group, Inc

2008 - 2010 (2 years)

Family Wealth Counselors Of The Carolinas

Disclosures

Martin Monahan has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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