Thomas
Coakley

Vanguard Advisers Inc

CRD#5036913
Investment Advisor
in Charlotte, NC
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About this Advisor

Thomas Coakley is a certified financial planner operating in Charlotte, North Carolina, who has been in the industry for 13 years. Coakley is currently employed by Vanguard Advisers Inc. They have been an employee of Vanguard Advisers Inc for the entirety of their career. Coakley has a Series 63 license, which qualifies them as a securities agent, and can operate in North Carolina and Texas. Vanguard Advisers Inc is a registered investment company operating in Charlotte, North Carolina. It has offices in three locations and a total of 878 advisors. It controls $151 billion in assets between its 661,667 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 583 charities and foundations. Of its 661,667 client accounts, just 4% are associated with high-net-worth investors who have more than $1 million in investable assets. Vanguard Advisers Inc offers a diverse set 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. A financial advisor's fees largely vary depending on which services are provided. However, fees charged by Vanguard Advisers Inc most likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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

Yes

Office Location

2525 Waterridge Pkwy
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

Thomas Coakley Work History

Thomas has 13 years of experience.

2005 - Present (14 years)

The Vanguard Group, Inc

Disclosures

Thomas Coakley has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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