Vanguard Advisers Inc
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About this Advisor
Casey Ethier is an investment advisor who lives in Tempe, Arizona. Currently a registered advisor at Vanguard Advisers Inc, they have gathered 13 years of experience as an investment advisor. Ethier maintains Series 65 and Series 63 licenses, designating the advisor as both a securities agent and an investment advisor representative. Ethier is able to work with clients in Arizona and Texas. During their career, the advisor has held roles at University Of The Pacific and The Vanguard Group, Inc. Vanguard Advisers Inc is headquartered in Tempe, Arizona, and has three other offices throughout the nation. As a company, Vanguard Advisers Inc manages $151 billion in assets throughout 661,667 accounts and retains more than 878 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Vanguard Advisers Inc can provide 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 firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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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 13 years of experience.
The Vanguard Group, Inc
University Of The Pacific
Casey Ethier has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Vanguard Advisers, Inc