Melissa
Davis

Vanguard Advisers Inc

CRD#6235971
Investment Advisor
in Charlotte, NC
Are you Melissa Davis? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Melissa Davis is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered investment advisor at Vanguard Advisers Inc, Davis has a notable 22 years of work experience in the financial advisory industry. Davis has a Series 63 license, qualifying the advisor as a securities representative. Davis is registered to operate based out of North Carolina and Texas. Throughout their career, they have worked at Clemson University, Pruco Securities LLC, The Prudential Insurance Company Of America, Waypoint Executives, Charlotte-Mecklenburg Schools and The Vanguard Group, Inc. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and operates out of three other offices in the nation. Overall, Vanguard Advisers Inc manages $151 billion in assets throughout 661,667 client accounts and retains more than 878 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Vanguard Advisers Inc can provide 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 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

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

$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

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

Melissa Davis Work History

Melissa has 22 years of experience.

2014 - Present (5 years)

The Vanguard Group, Inc

2013 - 2014 (1 years)

Pruco Securities LLC

2013 - 2014 (1 years)

The Prudential Insurance Company Of America

2013 - 2013 (0 years)

Waypoint Executives

2009 - 2013 (4 years)

Clemson University

1996 - 2009 (13 years)

Charlotte-Mecklenburg Schools

Disclosures

Melissa Davis 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