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Evan Hamilton De castro

Vanguard Advisers, Inc.

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About Evan Hamilton De castro

Evan De castro is an investment advisor representative who has been active in the industry since July 18, 2022. Evan is currently registered with Vanguard Advisers, Inc. Evan is registered with the State of North Carolina, Texas, and Virginia. Evan De castro is also registered with the Financial Industry Regulatory Authority (FINRA). Evan De castro is licensed with Series 7TO, SIE, and Series 66. Evan has a strong track record of success in the financial services industry. Evan has experience providing financial planning and portfolio management services to a wide range of clients, including individuals, families, and businesses. Evan is committed to providing clients with personalized financial advice and investment solutions tailored to their specific needs and goals.

Firm Information

Evan De castro 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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Evan De castro’s Registration & Firm History

NC

11/17/2023 - Present

Vanguard Advisers, Inc. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 08/19/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/04/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan Hamilton De castro.
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