Aliya Washington, financial advisor Charlotte NC

Aliya Washington

CRD Number: 6685087
Current Firm: Vanguard Advisers, Inc.

Aliya Washington (CRD# 6685087) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
The Vanguard Group, Inc. Charlotte, NC Jul 2016 - Current 5
Ihg Army Hotels Columbia, SC Apr 2016 - Jul 2016 < 1
H&r Block Columbia, SC Nov 2015 - May 2016 < 1
University Of South Carolina Housing Department Columbia, SC Aug 2013 - May 2016 2
University Of South Carolina Columbia, SC Aug 2012 - May 2016 3
Lids Columbia, SC Oct 2015 - Jan 2016 < 1
Macy's Columbia, SC Jul 2015 - Oct 2015 < 1
Mobile Now Sprint Columbia, SC Aug 2015 - Aug 2015 < 1
Target Columbia, SC Jun 2015 - Aug 2015 < 1
H&r Block Columbia, SC Nov 2014 - May 2015 < 1
Unemployed Marion, SC May 2012 - Aug 2012 < 1
Marion High School Marion, SC May 2009 - May 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S65 NASAA Investment Advisors Law Examination Oct 2018
Contact Info for Aliya S. Washington
Phone Number: 610-669-1000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    276,525
    MILLIONS
  • Total Number of Accounts
    518,715
    ACCOUNTS
  • Average Account Value
    $533,097
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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