Patrick Speight Casey
Investment adviser representative at Vanguard Advisers, Inc.
15 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
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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
15 years in the industry.
- Vanguard Advisers, Inc.Oct 2025 to now
- The Vanguard Group, Inc.Oct 2025 to now
- Vanguard Marketing CorporationOct 2025 to now
- Lsc Property Management, LLCSep 2021 to now
- Wells Fargo Bank, NAOct 2022 to Apr 2025
- Wells Fargo Clearing Services, LLCOct 2022 to Apr 2025
- Robinhood Markets, Inc.Jun 2022 to Aug 2022
- Robinhood Financial, LLCNov 2021 to Aug 2022
- Wells Fargo Clearing Services, LLCMar 2020 to Oct 2021
- Wells Fargo Bank, NAAug 2019 to Oct 2021
- At&tMar 2018 to Aug 2019
- Nike Inc.Oct 2011 to Dec 2017
- Wayne Community CollegeAug 2011 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7245779
- Firm CRD
- 106715