Patrick
Sizemore

Vanguard Advisers Inc

CRD#5025223
Investment Advisor
in Charlotte, NC
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About this Advisor

Patrick Sizemore is a certified financial planner operating in Charlotte, North Carolina, with a total of 14 years of financial industry experience. Sizemore is an advisor for Vanguard Advisers Inc. The advisor has gained experience at The Vanguard Group, Inc and Winthrop University. Sizemore maintains a Series 63 license, certifying them as a securities representative, and is registered to work in North Carolina and Texas. Vanguard Advisers Inc is a business based out of Charlotte, North Carolina. The firm has offices in three locations and a total of 878 financial advisors. It controls $151 billion in assets among its 661,667 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 583 charities and foundations. Of its 661,667 client accounts, just 4% are associated with high-net-worth investors who have more than $1 million in assets. Vanguard Advisers Inc provides a diverse 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. Fees charged by financial advisors depend on the services. However, fees charged by Vanguard Advisers Inc likely include 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

No

Office Location

2525 Water Ridge Parkway One 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

Patrick Sizemore Work History

Patrick has 14 years of experience.

2005 - Present (14 years)

The Vanguard Group, Inc

2004 - 2010 (6 years)

Winthrop University

Disclosures

Patrick Sizemore has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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