Patrick Speight Casey
Investment Adviser Representative at Vanguard Advisers, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Speight Casey is an investment adviser representative with Vanguard Advisers, Inc. in Charlotte, NC, where they have been registered since 2025. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Wells Fargo Advisors and Wells Fargo Clearing Services, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in North Carolina and Texas.
Office
Advisors at this office: 661
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina, Texas
- Broker:
1 state or territory
North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Clearing Services, LLCMar 2020 – Oct 2021Goldsboro, NC
- Wells Fargo Bank, NAAug 2019 – Oct 2021Goldsboro, NC
- At&tMar 2018 – Aug 2019Goldsboro, NC
- Nike Inc.Oct 2011 – Dec 2017Smithfield, NC
- Robinhood Financial, LLCNov 2021 – Aug 2022Charlotte, NC
- Robinhood Markets, Inc.Jun 2022 – Aug 2022Charlotte, NC
- Wells Fargo Clearing Services, LLCOct 2022 – Apr 2025Charlotte, NC
- Wells Fargo Bank, NAOct 2022 – Apr 2025Charlotte, NC
- The Vanguard Group, Inc.Oct 2025 – no end date reportedCharlotte, NC
- Vanguard Marketing CorporationOct 2025 – no end date reportedCharlotte, NC
- Vanguard Advisers, Inc.Oct 2025 – no end date reportedCharlotte, NC
- Wayne Community CollegeAug 2011 – Dec 2022Charlotte, NC
- LSC Property Management, LLCSep 2021 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vanguard Advisers, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,379
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Malvern, PA
- SEC file number:
- 801-49601
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Vanguard Advisers, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Speight Casey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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