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Shameka Sherell Roberts

Vanguard Advisers, Inc.

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About Shameka Sherell Roberts

Shameka Sherell Roberts is an investment advisor representative with Vanguard Advisers, Inc. Shameka has been in the financial industry since March 21, 2019. Prior to joining Vanguard, Shameka worked as a financial advisor with WELLS FARGO CLEARING SERVICES, LLC, and EDWARD JONES. Shameka is registered with FINRA and the state of North Carolina. Shameka is also registered with the state of Texas as a resident. Shameka holds the Series 66, Series 7 and SIE licenses.

Firm Information

Shameka Roberts 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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Shameka Roberts’s Registration & Firm History

NC

07/01/2021 - Present

Vanguard Advisers, Inc. (Charlotte NC)

SC

03/13/2020 - 12/22/2020

WELLS FARGO CLEARING SERVICES, LLC (FORT MILL SC)

NC

04/07/2017 - 10/04/2018

EDWARD JONES (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 06/09/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shameka Sherell Roberts.
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