Angelo PattersonCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|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|
Total Assets Under Management338,871MILLIONS
Total Number of Accounts602,258ACCOUNTS
Average Account Value$562,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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