Matthew
Peters

Vanguard Advisers Inc

CRD#5651162
Investment Advisor
in Charlotte, NC
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About this Advisor

Matthew Peters is a certified financial planner located in Charlotte, North Carolina. Currently a registered financial advisor at Vanguard Advisers Inc, Peters has 14 years of professional experience. Peters holds Series 66, Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Peters is registered to work with clients based out of North Carolina and Texas. Their career trajectory has included roles at Arby'S, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Appalachian State University, Edward Jones, The Vanguard Group, Inc and Suntrust Bank. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and has three other offices across the nation. In total, Vanguard Advisers Inc manages $151 billion in assets throughout 661,667 accounts and employs more than 878 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 661,632 accounts on a discretionary basis, meaning 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 more than $1 million in assets. 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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

$151,085,275,109

NC Average: $15,833,994,310
Total Number of Employees

878

NC Average: 41
Total Number of Accounts

661,667

NC Average: 3,342
Average Account Size

$228,340

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 Peters Work History

Matthew has 14 years of experience.

2013 - Present (6 years)

The Vanguard Group, Inc

2010 - 2013 (3 years)

Suntrust Bank

2009 - 2009 (0 years)

Northwestern Mutual Life Insurance Company

2009 - 2009 (0 years)

Northwestern Mutual Investment Services, LLC

2009 - 2010 (1 years)

Edward Jones

2007 - 2008 (1 years)

Arby'S

2004 - 2008 (4 years)

Appalachian State University

Disclosures

Matthew Peters has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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