Casey
Ethier

Vanguard Advisers, Inc

CRD#5687611
Investment Advisor
in Tempe, AZ

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About this Advisor

Casey Ethier is a financial advisor based in Tempe, Arizona, who has been in the advisory business for 10 years. Ethier is an advisor for Vanguard Advisers, Inc. They have worked at Vanguard Advisers, Inc for their entire career. Ethier holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Arizona and Texas. Vanguard Advisers, Inc is a registered investment company headquartered in Tempe, Arizona. It has offices in three locations and a total of 984 advisors. It oversees $161 billion in total assets between its 460,532 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 901 charities and foundations. Of its 460,532 client accounts, just 5% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a broad set of services, including 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. Fees for financial management usually depend on the type of services. However, fees charged by Vanguard Advisers, Inc likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

14321 N Northsight Blvd
Tempe, AZ 85280

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Vanguard Advisers, Inc Brokerage Details

Total Assets Under Management

$160,926,810,750

AZ Average: $15,833,994,310
Total Number of Employees

984

AZ Average: 41
Total Number of Accounts

460,532

AZ Average: 3,342
Average Account Size

$349,437

AZ Average: $4,737,880

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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

Casey Ethier Work History

Casey has 11 years of experience.

2009 - Present (11 years)

The Vanguard Group, Inc

Disclosures

Casey Ethier has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Vanguard Advisers, Inc

James Greer
Glendale, AZ
Sabino Vargas
Scottsdale, AZ
Chelsey Werner
Malvern, PA
Ecaterina Diaconescu
Charlotte, NC
Peter Robinson
Malvern, PA
Justin Hager
Scottsdale, AZ
Adam Thomas
Scottsdale, AZ
Kevin Smith
Malvern, PA

This content was compiled from the SEC and FINRA.

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