Miet
Nicholls

Vanguard Advisers Inc

CRD#6268587
Investment Advisor
in Charlotte, NC
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About this Advisor

Miet Nicholls is a certified financial planner based in Charlotte, North Carolina. Currently an advisor at Vanguard Advisers Inc, they have accumulated 15 years of experience as a registered investment advisor. Nicholls maintains a Series 63 license, qualifying the advisor as a securities broker. Nicholls is registered to serve investors based out of North Carolina and Texas. The advisor has gained experience at Progressive and The Vanguard Group, Inc. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and operates out of three other locations in the United States. Overall, Vanguard Advisers Inc oversees $151 billion in assets dispersed across 661,667 client accounts and retains more than 878 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the firm's clients are high-net-worth individuals, meaning they have over $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 may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

15 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

Miet Nicholls Work History

Miet has 15 years of experience.

2013 - Present (6 years)

The Vanguard Group, Inc

2003 - 2013 (10 years)

Progressive

Disclosures

Miet Nicholls has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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