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Marco Cesar De freitas

Vanguard Advisers, Inc.

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About Marco Cesar De freitas

Marco Cesar De freitas is a registered investment advisor representative with Vanguard Advisers, Inc., a firm headquartered in Malvern, PA. Marco has been in the financial services industry for over 10 years. Marco is licensed to provide advisory services in Pennsylvania and Texas. In addition to his work as an investment advisor representative, Marco is also an owner and partner in a real estate investment LP called Cherry Umbrella Investors LLC.

Firm Information

Marco De freitas 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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Marco De freitas’s Registration & Firm History

PA

06/10/2019 - Present

Vanguard Advisers, Inc. (Malvern PA)

NJ

12/15/2009 - 05/01/2019

TD AMERITRADE, INC. (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 09/09/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marco Cesar De freitas.
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