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Nisha Sharma

Vanguard Advisers, Inc.

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About Nisha Sharma

Nisha Sharma is an Investment Advisor Representative associated with Vanguard Advisers, Inc. Nisha is registered with the state of Pennsylvania, Texas and Virginia, and is a Series 7, Series 66 and SIE licensed professional. Nisha has been in the financial services industry since 2021. Nisha specializes in providing financial planning, selection of other advisors, portfolio management for individuals and businesses and portfolio management for pooled investment vehicles. Nisha works with clients ranging from individuals, high net worth individuals, corporations, and other businesses, charitable organizations and retirement and pension plans. Nisha has experience with investment companies, other investment advisors and pooled investment vehicles.

Firm Information

Nisha Sharma 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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Nisha Sharma’s Registration & Firm History

PA

06/15/2024 - Present

Vanguard Advisers, Inc. (MALVERN PA)

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Licenses & Designations

BOTH

Issued 04/11/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nisha Sharma.
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