Miriam
Patel
Vanguard Advisers, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Miriam Patel is a financial advisor operating in Charlotte, North Carolina with 3 years of industry experience. Patel is an advisor for Vanguard Advisers, Inc. Their career trajectory has included roles at Domtar Corporation, The Vanguard Group, Inc and Wells Fargo Clearing Services, LLC. Patel maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to operate in North Carolina and Texas. Vanguard Advisers, Inc is a registered investment business based out of Malvern, PA. The company has offices in 2,124 locations and a total of 2,124 financial advisors. It controls $299 billion in total assets among its 634,470 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 958 charitable organizations. Of its 634,470 client accounts, just 6% belong to high-net-worth clients who have greater than $1 million in investable assets. Vanguard Advisers, Inc offers a number 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. A financial advisor's fees typically are based on which service is offered. However, fee types billed by Vanguard Advisers, Inc can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$299,191,714,649
2,124
634,470
$471,562
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
Miriam Patel Work History
Miriam has been registered as a financial advisor for 3 years.*
The Vanguard Group, Inc
Wells Fargo Clearing Services, LLC
The Vanguard Group, Inc
Domtar Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Miriam Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vanguard Advisers, Inc
Malvern, PA
Malvern, PA
Malvern, PA
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Malvern, PA
Malvern, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
