Sally
Schroeder

Vanguard Advisers Inc

CRD#5841498
Investment Advisor
in Charlotte, NC
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About this Advisor

Sally Schroeder is a certified financial planner who works out of Charlotte, North Carolina, who has been in the industry for 10 years. Schroeder is an advisor for Vanguard Advisers Inc. Their career trajectory has included roles at Jiangxi Science And Technology Normal University, Blacklion and The Vanguard Group, Inc. Schroeder has a Series 63 license, designating them as a securities agent, and is able to serve investors in North Carolina and Texas. Vanguard Advisers Inc is a registered investment business operating out of Charlotte, North Carolina. It has offices in three locations and a total of 878 people on staff. It controls $151 billion in assets between its 661,667 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 583 charitable organizations. Of its 661,667 customer accounts, just 4% belong to high-net-worth clients who have at least $1 million in investable assets. Vanguard Advisers Inc performs 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. Fees charged by financial advisors usually vary depending on the type of services. However, fees billed by Vanguard Advisers Inc likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 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 Wateridge 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

Sally Schroeder Work History

Sally has 10 years of experience.

2010 - 2010 (0 years)

Blacklion

2010 - Present (9 years)

The Vanguard Group, Inc

2008 - 2010 (2 years)

Jiangxi Science And Technology Normal University

Disclosures

Sally Schroeder has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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