Casey Casey Sanchez

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

• 03/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 08/2023 → 02/2025
  The Vanguard Group, Inc.
  Charlotte, NC
• 04/2022 → 10/2023
  Self-Employed
  Charlotte, NC
• 04/2021 → 12/2021
  Revolution Racing Llc
  Concord, NC
• 08/2020 → 05/2021
  Central Piedmont Community College
  Charlotte, NC
• 03/2012 → 03/2020
  Rhode Island Army National Guard
  East Greenwich, RI
• 01/2020 → 01/2020
  United States Postal Service
  Charlotte, NC
• 03/2020 → 08/2020
  Unemployed
  Mooresville, NC
• 09/2012 → 12/2016
  University Of Rhode Island
  Kingston, RI
• 12/2021 → 03/2022
  Unemployed
  Kannapolis, NC
• 02/2025 → 10/2025
  Bank Of America Corporation
  Charlotte, NC
• 11/2025 → 02/2026
  Coinbase Inc.
  Charlotte, NC
• 02/2026 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 02/2026 → Present
  Vanguard Marketing Corporation
  Charlotte, NC

Previous Registrations

• 2025-03-04 → 2025-10-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Charlotte, NC
  Pineville, NC
  Pineville, NC
  Charlotte, NC
• 2023-11-07 → 2025-02-27
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-11-01

Other Names

• Casey C Sanchez