Miranda
Cabrelli

Vanguard Advisers Inc

CRD#5588710
Investment Advisor
in Charlotte, NC
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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 Pkwy 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

Miranda Cabrelli Work History

Miranda has 10 years of experience.

2017 - Present (2 years)

The Vanguard Group, Inc

2010 - 2016 (6 years)

Delaware Distributors, L.P

2008 - 2009 (1 years)

Lincoln Financial Distributors, Inc

Disclosures

Miranda Cabrelli has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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