Mekonen
Abraham

Vanguard Advisers Inc

CRD#2836572
Investment Advisor
in Charlotte, NC
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About this Advisor

Mekonen Abraham is a certified financial planner working out of Charlotte, North Carolina, with a total of 22 years of professional experience. Abraham is currently employed by Vanguard Advisers Inc. Over the course of their career, they have held roles at The Vanguard Group, Inc, H & R Block, Blue Star Healthy Snacks, LLC and Uber. Abraham holds a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in North Carolina and Texas. Vanguard Advisers Inc is a firm operating in Charlotte, North Carolina. The firm has offices in three locations and a total of 878 advisors. It oversees $151 billion in assets among its 661,667 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 583 charities and foundations. Of its 661,667 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets. The business has a broad array of services, such as 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. A financial advisor's fees largely depend on which services the firm provides the client. Fees charged by Vanguard Advisers Inc likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

22 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

Mekonen Abraham Work History

Mekonen has 22 years of experience.

2017 - Present (2 years)

Blue Star Healthy Snacks, LLC

2016 - 2016 (0 years)

Uber

2008 - 2009 (1 years)

H & R Block

1996 - Present (23 years)

The Vanguard Group, Inc

Disclosures

Mekonen Abraham has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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