Sergei
Skiba

Vanguard Advisers Inc

CRD#4438956
Investment Advisor
in Charlotte, NC
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About this Advisor

Sergei Skiba is a certified financial planner who lives in Charlotte, North Carolina. Currently a registered investment advisor at Vanguard Advisers Inc, Skiba has 17 years of professional experience. Skiba has a Series 63 license, which certifies the advisor as a securities representative. Skiba is registered to advise investors in North Carolina and Texas. During their career, the advisor has held roles at The Vanguard Group, Inc, Lake Norman Publication and Earth Captured Photography. Vanguard Advisers Inc is headquartered in Charlotte, North Carolina, and operates out of three other brick-and-mortar locations in the country. Overall, Vanguard Advisers Inc manages $151 billion in assets throughout 661,667 client accounts and employs more than 878 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 661,632 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 4% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. 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 may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

17 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

$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

Sergei Skiba Work History

Sergei has 17 years of experience.

2017 - Present (2 years)

Earth Captured Photography

2001 - Present (18 years)

The Vanguard Group, Inc

2015 - 2017 (2 years)

Lake Norman Publication

Disclosures

Sergei Skiba has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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