Vanguard Advisers Inc
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About this Advisor
Troy Spies is a certified financial planner operating in Charlotte, North Carolina, who has been in the advisory business for 15 years. Spies is currently employed by Vanguard Advisers Inc. During their career, Spies has held roles at Temple University, The Vanguard Group, Inc, Ubs Financial Services, Cloister Car Wash, Temple University - Rome and Wilson School District. Spies has a Series 63 license, designating them as a securities agent, and is registered to serve investors in North Carolina and Texas. Vanguard Advisers Inc is an advisory business that has its headquarters in Charlotte, North Carolina. The company has offices in three locations and a total of 878 financial advisors. It controls $151 billion in assets across its 661,667 customer accounts, placing it among the biggest financial 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 investors who have more than $1 million in investable assets. Vanguard Advisers Inc has a number of services, such as 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 fee schedules largely vary depending on the financial services provided. Fees charged by Vanguard Advisers Inc can include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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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
Troy Spies Work History
Troy has 15 years of experience.
The Vanguard Group, Inc
Ubs Financial Services
Temple University - Rome
Cloister Car Wash
Wilson School District
Troy Spies has no disclosures.
Please visit their SEC profile for more details.