Nathaniel
Ratliff

Vanguard Advisers Inc

CRD#6100473
Investment Advisor
in Charlotte, NC
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About this Advisor

Nathaniel Ratliff is a certified financial planner working out of Charlotte, North Carolina, who has 13 years of work experience. Ratliff is an advisor for Vanguard Advisers Inc. Their career trajectory has included roles at Cypress Point Landscapes, Kb Homes, Axa Advisors, LLC and The Vanguard Group, Inc. Ratliff holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina and Texas. Vanguard Advisers Inc is an advisory company that has its headquarters in Charlotte, North Carolina. The company has offices in three locations and a total of 878 financial advisors. It handles $151 billion in total assets among its 661,667 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 583 charitable organizations. Of its 661,667 accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets. Vanguard Advisers Inc has 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. Financial management fee schedules usually depend on the financial services provided. However, fee types billed by Vanguard Advisers Inc likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

$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

Nathaniel Ratliff Work History

Nathaniel has 13 years of experience.

2014 - Present (5 years)

The Vanguard Group, Inc

2012 - Present (7 years)

Cypress Point Landscapes

2012 - 2014 (2 years)

Axa Advisors, LLC

2005 - 2012 (7 years)

Kb Homes

Disclosures

Nathaniel Ratliff has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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