Oliver
Bailey

Vanguard Advisers Inc

CRD#1719155
Investment Advisor
in Charlotte, NC
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About this Advisor

Oliver Bailey is a certified financial planner who is based out of Charlotte, North Carolina. Currently a registered financial advisor at Vanguard Advisers Inc, they have accrued an impressive 21 years of experience in the financial advisory industry. Bailey maintains a Series 63 license, which designates the advisor as a securities broker. Bailey can operate in North Carolina, Pennsylvania and Texas. Bailey has spent their entire career at Vanguard Advisers Inc. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and has three other locations across the country. As a company, Vanguard Advisers Inc oversees $151 billion in assets throughout 661,667 accounts and employs more than 878 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Vanguard Advisers Inc can provide 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

21 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

Oliver Bailey Work History

Oliver has 21 years of experience.

1997 - Present (22 years)

The Vanguard Group, Inc

Disclosures

Oliver Bailey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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