Rodney
Steve

Vanguard Advisers Inc

CRD#4758657
Investment Advisor
in Charlotte, NC
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About this Advisor

Rodney Steve is a certified financial planner based out of Charlotte, North Carolina, who has 14 years of financial industry experience. Steve is an advisor for Vanguard Advisers Inc. They have worked at Vanguard Advisers Inc for all of their career. Steve has a Series 63 license, qualifying them as a securities representative, and is registered to advise clients in North Carolina, Texas and Pennsylvania. Vanguard Advisers Inc is an advisory firm operating in Charlotte, North Carolina. The investment advisory business has offices in three locations and a total of 878 advisors. It handles $151 billion in assets across its 661,667 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 583 charitable organizations. Of its 661,667 accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company has a number of services, such as 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 for financial advisory services usually vary depending on the financial services provided. However, fees charged by Vanguard Advisers Inc may 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 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

Rodney Steve Work History

Rodney has 14 years of experience.

2004 - Present (15 years)

The Vanguard Group, Inc

Disclosures

Rodney Steve has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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