TrueAdvisor
TrueAdvisor
AB
CFP
AB
CFP

Aditya Banerji

Vanguard Advisers, INC.
5 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Vanguard Advisers, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1882 advisors
Number of Clients
817,328 clients
Average Client Portfolio
$368K average
Assets Under Management
$300.4B

Fee Structure

Minimum Investment:$100
Financial Planning:Included in AUM fee

Location

2525 Water Ridge Parkway, 1 North Falls Plaza, Ste 100, Charlotte, NC, 28217

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Aditya is an employee of The Vanguard Group, Inc.

Employment History
Current Registrations
Vanguard Advisers, INC.
March 2023 - Present · 2 yrs 11 mos
Vanguard Marketing CorporationBroker
March 2020 - Present · 5 yrs 11 mos
Vanguard Marketing Corporation
March 2020 - Present · 5 yrs 11 mos
State Registrations2 states
NCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.