Rex Oboi Casey
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Vanguard Advisers, Inc.Oct 2022 to now
- The Vanguard Group, Inc.Oct 2022 to now
- Charles Schwab & Co., IncMay 2021 to Sep 2022
- Charles Schwab Bank SsbMay 2021 to Sep 2022
- The Vanguard Group, Inc.May 2017 to Mar 2021
- Wells FargoNov 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5401447
- Firm CRD
- 106715