Casey Patrick Brown

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

• 04/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2020 → 12/2020
  Cola's Restaurant
  Columbia, SC
• 09/2019 → 11/2019
  Door Dash
  Columbia, SC
• 09/2018 → 04/2019
  University Of South Carolina Bookstore
  Columbia, SC
• 08/2016 → 12/2020
  University Of South Carolina
  Columbia, SC
• 08/2017 → 05/2018
  York Technical College
  Rock Hill, SC
• 12/2020 → 04/2021
  Unemployed
  Rock Hill, SC
• 04/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 05/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-05-19
• S63 Uniform Securities Agent State Law Examination
  2021-06-14

Other Names

• Casey Brown