Matthew SpazianiCRD Number: 7280558
Current Firm: Vanguard Advisers, Inc.
Matthew Spaziani (CRD# 7280558) 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||Sep 2021 - Current||< 1|
|Ally Invest Securities LLC||Charlotte, NC||Aug 2020 - Jul 2021||< 1|
|University Of North Carolina||Charlotte, NC||Aug 2016 - Dec 2020||4|
|Massmutual||Charlotte, NC||May 2020 - Aug 2020||< 1|
|Liberty Mutual Insurance||Charlotte, NC||May 2019 - Aug 2019||< 1|
|Blackstone Labs, LLC||Charlotte, NC||May 2018 - Apr 2019||< 1|
|Gnc||Waxhaw, NC||Jun 2016 - Aug 2018||2|
|Wellington Community High School||Wellington, FL||Aug 2011 - May 2016||4|
|American Eagle Outfitters||Wellington, FL||Oct 2015 - Jan 2016||< 1|
|C.r. Chicks||Wellington, FL||Jun 2015 - Aug 2015||< 1|
|Trugreen Plastics||West Palm Beach, FL||Jun 2014 - Aug 2014||< 1|
|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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