Michael
Carter

Vanguard Advisers Inc

CRD#4900366
Investment Advisor
in Charlotte, NC
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About this Advisor

Michael Carter is a certified financial planner operating out of Charlotte, North Carolina, who has been in the financial industry for 13 years. Carter is an employee of Vanguard Advisers Inc. They have spent their complete time as a financial advisor at Vanguard Advisers Inc. Carter holds a Series 63 license, which qualifies them as a securities agent, and is registered to serve investors in North Carolina and Texas. Vanguard Advisers Inc is a financial advisory company that has its headquarters in Charlotte, North Carolina. It has offices in three locations and a total of 878 employees. It has $151 billion in assets between its 661,667 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 583 charities and foundations. Of its 661,667 client accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets. Vanguard Advisers Inc provides a diverse 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 fees usually depend on which services the firm provides the client. However, fees charged by Vanguard Advisers Inc can include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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

Michael Carter Work History

Michael has 13 years of experience.

2005 - Present (14 years)

The Vanguard Group, Inc

Disclosures

Michael Carter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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