Vanguard Advisers Inc
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About this Advisor
Miranda Cabrelli is a certified financial planner located in Charlotte, North Carolina. Currently a registered advisor at Vanguard Advisers Inc, they have accrued 10 years of professional experience. Cabrelli holds Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Cabrelli is registered to operate based out of North Carolina and Texas. Throughout their career, they have worked at Lincoln Financial Distributors, Inc, Delaware Distributors, L.P and The Vanguard Group, Inc. Vanguard Advisers Inc is located in Charlotte, North Carolina, and has three other offices in the United States. Overall, Vanguard Advisers Inc manages $151 billion in assets across 661,667 accounts and employs more than 878 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 4% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Vanguard Advisers Inc can offer 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
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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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
Miranda Cabrelli Work History
Miranda has 10 years of experience.
The Vanguard Group, Inc
Delaware Distributors, L.P
Lincoln Financial Distributors, Inc
Miranda Cabrelli has no disclosures.
Please visit their SEC profile for more details.