Meredith LytleCRD Number: 6343939
Current Firm: Vanguard Advisers, Inc.
Meredith Lytle (CRD# 6343939) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|The Vanguard Group, Inc.||Malvern, PA||Jun 2020 - Current||1|
|The Vanguard Group, Inc.||Charlotte, NC||Jun 2016 - Jun 2020||4|
|University Of South Carolina||Columbia, SC||Aug 2012 - May 2016||3|
|J. Jill||Glen Mills, PA||May 2015 - Aug 2015||< 1|
|Blakeslee & Associates||Columbia, SC||Apr 2014 - Dec 2014||< 1|
|Grand Finale Boutique||Columbia, SC||Jun 2014 - Sep 2014||< 1|
|West Chester Bayard Rustin High School||West Chester, PA||Sep 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2016|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
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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