Matthew
Moyzis

Vanguard Advisers Inc

CRD#4812123
Investment Advisor
in Charlotte, NC
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About this Advisor

Matthew Moyzis is a certified financial planner who works out of Charlotte, North Carolina, who has been in the advisory business for 11 years. Moyzis is currently employed by Vanguard Advisers Inc. The advisor has gained experience at Robert W. Baird, Aerotek / Linden Thomas & Co / Wells Fargo, Wells Fargo Advisors, Stryker Orthopaedics, The Vanguard Group, Inc, Mass Mutual Life Insurance Company, Mml Investors Services, LLC and Jmg Financial Group. Moyzis holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina and Texas. Vanguard Advisers Inc is an advisory company that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in three locations and a total of 878 financial advisors. It controls $151 billion in total assets among its 661,667 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 583 charitable organizations. Of its 661,667 client accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. Vanguard Advisers Inc offers a broad array 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. Financial advisory fee schedules largely depend on which services the firm provides the client. Fees charged by Vanguard Advisers Inc can include any blend 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 Moyzis Work History

Matthew has 11 years of experience.

2017 - Present (2 years)

The Vanguard Group, Inc

2016 - 2017 (1 year)

Mass Mutual Life Insurance Company

2016 - 2017 (1 year)

Mml Investors Services, LLC

2016 - 2016 (< 1 year)

Jmg Financial Group

2014 - 2016 (2 years)

Wells Fargo Advisors

2013 - 2014 (1 year)

Stryker Orthopaedics

2012 - 2013 (1 year)

Aerotek / Linden Thomas & Co / Wells Fargo

2007 - 2012 (5 years)

Robert W. Baird

Disclosures

Matthew Moyzis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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