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Arlene Leah Metricarti

Vanguard Advisers, Inc.

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About Arlene Leah Metricarti

Arlene Leah Metricarti is a financial advisor registered with Vanguard Advisers, Inc. Arlene has been in the industry since March 17, 2016 and has been with Vanguard Advisers, Inc. since October 2017. Arlene holds a Series 6, Series 7, Series 63, and Series 66 license. Arlene also works as staff at Brick Lane Community Church in Elverson, PA. Arlene specializes in providing financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles. Arlene is licensed in 55 states and has been a registered investment advisor since September 18, 2020.

Firm Information

Arlene Metricarti is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Arlene Metricarti’s Registration & Firm History

PA

09/18/2020 - Present

Vanguard Advisers, Inc. (MALVERN PA)

PA

01/12/1999 - 10/27/2000

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 09/15/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2017

Series 7 - General Securities Representative Examination

BC

Issued 11/19/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Arlene Leah Metricarti.
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