Casey Casey Sanchez
Investment adviser representative at Vanguard Advisers, Inc.
14 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
14 years in the industry.
- Vanguard Advisers, Inc.Mar 2026 to now
- The Vanguard Group, Inc.Feb 2026 to now
- Vanguard Marketing CorporationFeb 2026 to now
- Coinbase Inc.Nov 2025 to Feb 2026
- Bank of America CorporationFeb 2025 to Oct 2025
- The Vanguard Group, Inc.Aug 2023 to Feb 2025
- Self-employedApr 2022 to Oct 2023
- UnemployedDec 2021 to Mar 2022
- Revolution Racing LLCApr 2021 to Dec 2021
- Central Piedmont Community CollegeAug 2020 to May 2021
- UnemployedMar 2020 to Aug 2020
- United States Postal ServiceJan 2020 to Jan 2020
- University of Rhode IslandSep 2012 to Dec 2016
- Rhode Island Army National GuardMar 2012 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7769265
- Firm CRD
- 106715