Matthew
Atkinson

Vanguard Advisers Inc

CRD#5783630
Investment Advisor
in Charlotte, NC
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About this Advisor

Matthew Atkinson is a certified financial planner working out of Charlotte, North Carolina, who has been in the financial industry for 11 years. Atkinson is on the advisory team at Vanguard Advisers Inc. Their career trajectory has included roles at Morgan Stanley Smith Barney, S.L. Nusbaum Realty Co and The Vanguard Group, Inc. Atkinson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in North Carolina and Texas. Vanguard Advisers Inc is a firm that has its headquarters in Charlotte, North Carolina. The company has offices in three locations and a total of 878 people on staff. It has $151 billion in total assets across its 661,667 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 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 investable assets. The company provides a number of services, including 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 charged by financial advisors usually depend on which services are provided. Fees charged by Vanguard Advisers Inc likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, 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 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

Matthew Atkinson Work History

Matthew has 11 years of experience.

2011 - Present (8 years)

The Vanguard Group, Inc

2011 - Present (8 years)

S.L. Nusbaum Realty Co

2010 - 2011 (1 year)

Morgan Stanley Smith Barney

2007 - 2010 (3 years)

S.L. Nusbaum Realty Co

Disclosures

Matthew Atkinson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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