Scott
Barrus

Vanguard Advisers Inc

CRD#5818101
Investment Advisor
in Charlotte, NC
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About this Advisor

Scott Barrus is a certified financial planner who works out of Charlotte, North Carolina, who has been in the advisory business for 10 years. Barrus currently works for Vanguard Advisers Inc. They have spent their entire employment at Vanguard Advisers Inc. Barrus has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in North Carolina and Texas. Vanguard Advisers Inc is a financial advisory business that has its headquarters in Charlotte, North Carolina. The firm has offices in three locations and a total of 878 financial advisors. It manages $151 billion in total assets across its 661,667 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 583 charitable organizations. Of its 661,667 customer accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets. The company 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 advisory fees usually depend on the services. Fee types billed by Vanguard Advisers Inc can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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 Water Ridge Parkway One North Falls Plaza
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

Scott Barrus Work History

Scott has 10 years of experience.

2010 - Present (9 years)

The Vanguard Group, Inc

2010 - 2010 (0 years)

N/A

2008 - 2010 (2 years)

Advantis Credit Union

Disclosures

Scott Barrus has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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