Michael
Hogg

Vanguard Advisers Inc

CRD#5743899
Investment Advisor
in Charlotte, NC
Are you Michael Hogg? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Hogg is a certified financial planner who works out of Charlotte, North Carolina, who has been in the industry for 19 years. Hogg is an employee of Vanguard Advisers Inc. Hogg has gained experience at Triangle Securities, LLC, Rti International, Student, Morgan Keegan & Company Inc, The Vanguard Group, Inc, Master Electrical Services and The Collegiate School. Hogg maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina and Texas. Vanguard Advisers Inc is a registered investment firm that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in three locations and a total of 878 advisors. It has $151 billion in assets under management between its 661,667 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 583 charities and foundations. Of its 661,667 customer accounts, just 4% belong to high-net-worth investors who have more than $1 million in assets. Vanguard Advisers Inc performs a number 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. Financial advisory fee schedules typically depend on which services are provided. Fees billed by Vanguard Advisers Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 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 One North Falls Plaza
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

$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

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

Michael Hogg Work History

Michael has 19 years of experience.

2013 - Present (6 years)

The Vanguard Group, Inc

2012 - 2012 (0 years)

Master Electrical Services

2012 - 2013 (1 years)

The Collegiate School

2011 - 2012 (1 years)

Morgan Keegan & Company Inc

2009 - 2010 (1 years)

Triangle Securities, LLC

2009 - 2009 (0 years)

Rti International

1999 - 2009 (10 years)

Student

Disclosures

Michael Hogg 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