Patrick Speight Casey

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → 10/2021
  Wells Fargo Clearing Services, Llc
  Goldsboro, NC
• 08/2019 → 10/2021
  Wells Fargo Bank, Na
  Goldsboro, NC
• 03/2018 → 08/2019
  At&T
  Goldsboro, NC
• 10/2011 → 12/2017
  Nike Inc.
  Smithfield, NC
• 11/2021 → 08/2022
  Robinhood Financial, Llc
  Charlotte, NC
• 06/2022 → 08/2022
  Robinhood Markets, Inc.
  Charlotte, NC
• 10/2022 → 04/2025
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 10/2022 → 04/2025
  Wells Fargo Bank, Na
  Charlotte, NC
• 10/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 10/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 10/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 08/2011 → 12/2022
  Wayne Community College
  Charlotte, NC
• 09/2021 → Present
  Lsc Property Management, Llc
  Charlotte, NC

Previous Registrations

• 2022-11-03 → 2025-04-10
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Charlotte, NC
• 2020-12-22 → 2021-10-26
  Wells Fargo Clearing Services, Llc
  Goldsboro, NC
  Wilmington, NC

Other Businesses

NAME OF BUSINESS: LSC PROPERTY MANAGEMENT, LLC INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 09/2021 APPROXIMATE HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTIES

Exams

• S66 Uniform Combined State Law Examination
  2020-12-22

Other Names

• Patrick Casey
• Speight Casey
• Patrick S Casey