Ahmed
Yasin
Vanguard Advisers, Inc
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About this Advisor
Ahmed Yasin is a certified financial planner operating in Malvern, Pennsylvania with 2 years of industry experience. Yasin is currently employed by Vanguard Advisers, Inc. Over the course of their career, Yasin has held roles at Target, University Of Illinois, Qdoba Mexican Grill, Total Quality Logistics, Eos-Usa, Xerox, Citron Cafe And Resturant, Fidelity Brokerage Services LLC, University Of Kentucky and The Vanguard Group Inc. Yasin has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in Pennsylvania and Texas. Vanguard Advisers, Inc is a registered investment business that has its headquarters in Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 financial advisors. It administers $299 billion in assets under management across its 634,470 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 958 charities and foundations. Of its 634,470 client accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides 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. Fees for financial advice typically depend on which services the firm provides the client. However, fee types charged by Vanguard Advisers, Inc can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
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
Ahmed Yasin Work History
Ahmed has been registered as a financial advisor for 2 years.*
The Vanguard Group Inc
Total Quality Logistics
Eos-Usa
Fidelity Brokerage Services LLC
University Of Illinois
Qdoba Mexican Grill
Xerox
University Of Kentucky
Target
Qdoba Mexican Grill
Citron Cafe And Resturant
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ahmed Yasin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
