Matthew
Cascio

Vanguard Advisers Inc

CRD#6254242
Investment Advisor
in Charlotte, NC
Are you Matthew Cascio? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, 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

No

Office Location

2525 Water Ridge Parkway 1 North Falls Plaza, Ste 100
Charlotte, NC 28217

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2013 - Present (6 years)

The Vanguard Group, Inc

2009 - 2013 (4 years)

University Of South Carolina

2008 - 2009 (1 year)

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started