Michael MaierCRD Number: 7425700
Current Firm: Vanguard Advisers, Inc.
Michael Maier (CRD# 7425700) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has 1 year of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|The Vanguard Group, Inc.||Charlotte, NC||Aug 2021 - Current||1|
|University Of South Carolina||Columbia, SC||Aug 2018 - Jun 2021||2|
|S2 Golf Cars||Surfside Beach, SC||May 2019 - Aug 2020||1|
|Echo Communicate, Inc.||Baltimore, MD||May 2018 - Jul 2018||< 1|
|Pennsylvania State University||State College, PA||Aug 2017 - Jun 2018||< 1|
|Worthington Manor Golf Club||Urbana, MD||Apr 2017 - Aug 2017||< 1|
|Urbana High School||Ijamsville, MD||Aug 2013 - Jun 2017||3|
|Subway||Ijamsville, MD||Jun 2016 - Aug 2016||< 1|
|Maryland Soccer Referee||Frederick, MD||May 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2021|
Total Assets Under Management299,192MILLIONS
Total Number of Accounts634,470ACCOUNTS
Average Account Value$471,562
- 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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