Blake
Kastein
Vanguard Advisers, Inc
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About this Advisor
Blake Kastein is a financial advisor based in Charlotte, North Carolina, working with Vanguard Advisers, Inc. Blake has previously held positions at The Vanguard Group, Inc, University Of Wisconsin-Madison, Northwestern Mutual, The Lodge On 64, St. Charles North High School, Levy Restaurants, Iowa State University, Levy Restaurants, and Morgan Stanley. Blake has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, Minnesota, North Carolina, and Texas. Currently, Blake is part of Vanguard Advisers, Inc, which operates out of Charlotte, North Carolina. The firm has 2,107 offices and 2,107 employees. The firm manages assets totaling $333.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Vanguard Advisers, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$333,066,527,268
2,107
804,462
$414,024
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Blake Kastein Work History
The Vanguard Group, Inc
The Vanguard Group, Inc
Morgan Stanley
The Vanguard Group, Inc
Northwestern Mutual
University Of Wisconsin-Madison
University Of Wisconsin-Madison
The Lodge On 64
Levy Restaurants
Iowa State University
Levy Resaurants
St. Charles North High School
Disclosures
Please visit the SEC profile of Blake Kastein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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