Angelo Patterson, financial advisor Charlotte NC

Angelo Patterson

CRD Number: 7430508
Current Firm: Vanguard Advisers, Inc.

Angelo Patterson (CRD# 7430508) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
The Vanguard Group, Inc. Charlotte, NC Oct 2021 - Current < 1
State Employees Credit Union Mocksville, NC Jan 2020 - Aug 2021 1
Winston-salem State University Winston-salem, NC Jan 2019 - Dec 2020 1
Lakeshore Pediatrics Center Denver, NC Oct 2019 - Nov 2019 < 1
Urgent Care Of Mountainview Hickory, NC Feb 2019 - Sep 2019 < 1
Foot & Ankle Associates Inc. Mooresville, NC Apr 2018 - Jan 2019 < 1
Murphy Wainer Orthopedic Greensboro, NC Jan 2015 - May 2018 3
Toms Foot And Ankle Greensboro, NC Sep 2017 - Apr 2018 < 1
Lowes Hardware Greensboro, NC Jan 2017 - Oct 2017 < 1
North Carolina Agricultural & Technical State University Greensboro, NC Aug 2010 - Dec 2014 4
St Johns Packaging Greensboro, NC May 2014 - Aug 2014 < 1
Food Lion Conover, NC Jun 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Angelo J. Patterson
Phone Number: 610-669-1000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    338,871
    MILLIONS
  • Total Number of Accounts
    602,258
    ACCOUNTS
  • Average Account Value
    $562,667
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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