Nathan
Hearns

Vanguard Advisers Inc

CRD#5015676
Investment Advisor
in Charlotte, NC
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About this Advisor

Nathan Hearns is a certified financial planner working out of Charlotte, North Carolina, who has been in the advisory business for 14 years. Hearns works at Vanguard Advisers Inc. Over the course of their career, Hearns has held roles at The Vanguard Group, Inc and Masterworks School Of The Arts. Hearns holds a Series 63 license, qualifying them as a securities representative, and is approved to operate in Alabama, Arizona, Louisiana, Michigan, Montana, Nevada, Pennsylvania, Rhode Island, Texas and North Carolina. Vanguard Advisers Inc is an advisory business that has its headquarters in Charlotte, North Carolina. The firm has offices in three locations and a total of 878 financial advisors. It handles $151 billion in assets under management across its 661,667 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 583 charitable organizations. Of its 661,667 customer accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets. Vanguard Advisers Inc has a wide array 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. Financial advisory fees typically are based on the type of services offered. Fee types billed by Vanguard Advisers Inc can consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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

Yes

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

$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

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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

Nathan Hearns Work History

Nathan has 14 years of experience.

2005 - Present (14 years)

The Vanguard Group, Inc

2004 - 2015 (11 years)

Masterworks School Of The Arts

Disclosures

Nathan Hearns has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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