Lindsey
Schreur
Vanguard Advisers, Inc
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About this Advisor
Lindsey Schreur is a financial advisor who works out of Charlotte, North Carolina with a total of 3 years of relevant experience. Schreur is an employee of Vanguard Advisers, Inc. Throughout their career, Schreur has worked at The Vanguard Group, Inc, Parker Physical Therapy, Ymca Of Greater Charlotte, Eric Matthews, Cantina 1511, Oasys Sports, Spherion, Appletree Early Care & Preschool, Grand Valley State University, Calvary Lutheran Early Education Center, International House Of Prayer University and International House Of Prayer Grounds Department. Schreur holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to advise clients in North Carolina, South Carolina and Texas. Vanguard Advisers, Inc is an advisory business operating out of Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 financial advisors. It oversees $299 billion in total assets between its 634,470 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 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. Vanguard Advisers, Inc offers a broad 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. Fees charged by financial advisors typically depend on which services are provided. Fee types charged by Vanguard Advisers, Inc can consist of any combination 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
Lindsey Schreur Work History
Lindsey has been registered as a financial advisor for 3 years.*
The Vanguard Group, Inc
Parker Physical Therapy
Eric Matthews
Ymca Of Greater Charlotte
Cantina 1511
Oasys Sports
Spherion
Appletree Early Care & Preschool
Grand Valley State University
Calvary Lutheran Early Education Center
International House Of Prayer Grounds Department
International House Of Prayer University
*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 Lindsey Schreur to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vanguard Advisers, Inc
Charlotte, NC
Malvern, PA
Charlotte, NC
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Malvern, PA
Malvern, PA
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.
