Steven
Denton

Vanguard Advisers Inc

CRD#4676046
Investment Advisor
in Charlotte, NC
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About this Advisor

Steven Denton is a certified financial planner based out of Charlotte, North Carolina, with a total of 15 years of financial industry experience. Denton is currently employed by Vanguard Advisers Inc. During their career, Denton has held roles at The Vanguard Group, Inc and Mayor. Denton holds a Series 63 license, certifying them as a securities representative, and is registered to serve investors in North Carolina and Texas. Vanguard Advisers Inc is a registered investment company operating out of Charlotte, North Carolina. The firm has offices in three locations and a total of 878 financial advisors. It has $151 billion in assets under management across its 661,667 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 583 charitable organizations. Of its 661,667 accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. 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. Fees charged by financial advisors usually vary depending on which services are provided. Fees charged by Vanguard Advisers Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

15 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
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

Steven Denton Work History

Steven has 15 years of experience.

2017 - Present (2 years)

Mayor

2003 - Present (16 years)

The Vanguard Group, Inc

Disclosures

Steven Denton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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