Matthew DellaeroCRD Number: 6183991
Current Firm: Vanguard Advisers, Inc.
Matthew Dellaero (CRD# 6183991) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry. Matthew Dellaero has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|The Vanguard Group, Inc.||Charlotte, NC||Aug 2016 - Current||5|
|Matt & Wills Toys||Charlotte, NC||Jul 2017 - Sep 2017||< 1|
|Unc Chapel Hill||Chapel Hill, NC||Jul 2013 - May 2016||2|
|Northwestern Mutual Life Insurance Company||Durham, NC||Jun 2013 - Dec 2015||2|
|Elon University||Elon, NC||Jul 2012 - Jul 2013||1|
|Bull Street Gourmet Market||Durham, NC||May 2012 - Aug 2012||< 1|
|Jordan High School||Durham, NC||Jul 2008 - Jul 2012||4|
|Triangle Orthopedics||Durham, NC||Jan 2011 - May 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2016|
|S65||NASAA Investment Advisors Law Examination||Nov 2017|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- 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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