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Michael David McClure

Vanguard Advisers, Inc.

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About Michael David McClure

Michael McClure is a registered investment advisor representative with Vanguard Advisers, Inc. Michael has been in the industry since November 6, 2015. Michael is licensed to provide investment advisory services in Arizona and Texas. Michael has a Series 7, Series 63, Series 65, and Series 66 license. Michael's prior employers include NatCity Investments, Inc., NatCity Insurance Services, Inc., Fahnestock & Co. Inc., First of America Brokerage Service, Inc., and Rocket Mortgage.

Firm Information

Michael McClure 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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Michael McClure’s Registration & Firm History

AZ

04/05/2023 - Present

Vanguard Advisers, Inc. (Scottsdale AZ)

OH

11/10/2000 - 01/28/2002

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

11/10/2000 - 12/31/2001

NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)

NY

04/05/1999 - 11/02/2000

FAHNESTOCK & CO. INC. (NEW YORK NY)

OH

10/05/1994 - 04/13/1999

FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)

OH

04/23/1998 - 04/08/1999

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 04/04/2023

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/13/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/29/2022

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael David McClure.
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