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Steve Michael Masciangelo

Vanguard Advisers, Inc.

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About Steve Michael Masciangelo

Steve Masciangelo is an investment advisor representative with Vanguard Advisers, Inc. based in Charlotte, North Carolina. Steve has been in the financial services industry since June 3, 2009. Steve has passed the Series 66, SIE, and Series 7 exams. Previous firms Steve has worked at include TIAA-CREF Individual & Institutional Services, LLC, LPL Financial LLC, HSBC Securities (USA) Inc. and AXA Advisors, LLC. Steve specializes in providing financial planning services, portfolio management services for individuals, portfolio management services for businesses, and portfolio management for pooled investment vehicles.

Firm Information

Steve Masciangelo 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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Steve Masciangelo’s Registration & Firm History

NC

05/21/2021 - Present

Vanguard Advisers, Inc. (CHARLOTTE NC)

NY

01/07/2015 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ROCHESTER NY)

NY

11/29/2012 - 01/02/2015

LPL FINANCIAL LLC (ROCHESTER NY)

NY

08/23/2010 - 05/15/2012

HSBC SECURITIES (USA) INC. (SODUS NY)

NY

06/19/2008 - 08/10/2010

AXA ADVISORS, LLC (ROCHESTER NY)

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Licenses & Designations

BOTH

Issued 05/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steve Michael Masciangelo.
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