Michael SansoneCRD Number: 6254255
Current Firm: Vanguard Advisers, Inc.
Michael Sansone (CRD# 6254255) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry. Michael Sansone 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
Ubs Financial Services Inc.
|The Vanguard Group, Inc.||Charlotte, NC||Sep 2013 - Current||8|
|Savvy Sources||Charlotte, NC||Aug 2013 - Jan 2014||< 1|
|Randstad||Charlotte, NC||Feb 2013 - Sep 2013||< 1|
|Savvy And Co Real Estate||Charlotte, NC||Jun 2011 - Feb 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2013|
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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