Matthew
Cascio
Vanguard Advisers Inc
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About this Advisor
Matthew Cascio is a certified financial planner whose office is in Charlotte, North Carolina. Currently an advisor with Vanguard Advisers Inc, they have accumulated 10 years of professional experience as an investment advisor. Cascio holds a Series 63 license, designating the advisor as a securities representative. Cascio is registered to serve investors in North Carolina and Texas. Over the course of their career, they have held roles at The Vanguard Group, Inc, University Of South Carolina and Rock Hill High School. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and has three other offices throughout the United States. In aggregate, Vanguard Advisers Inc oversees $151 billion in assets across 661,667 client accounts and employs more than 878 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Vanguard Advisers Inc provides 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
Services Offered
Fee Structure
Disclosures
Office Location
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Vanguard Advisers Inc Brokerage Details
$160,926,810,750
984
460,532
$349,437
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Answer a few questions to get a personalized match.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 Cascio Work History
Matthew has 10 years of experience.
The Vanguard Group, Inc
University Of South Carolina
Rock Hill High School
Disclosures
Matthew Cascio has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.