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Blake William Kastein

Vanguard Advisers, Inc.

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About Blake William Kastein

Blake William Kastein is a registered investment advisor representative with Vanguard Advisers, Inc. Blake has been in the financial services industry for over 4 years. Blake is licensed in Arizona, Minnesota, North Carolina and Texas. Blake previously worked at Morgan Stanley and Vanguard Marketing Corporation. Blake has a Series 63, Series 66, Series 7TO and SIE licenses. Blake specializes in portfolio management for individuals, businesses and pooled investment vehicles.

Firm Information

Blake Kastein is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Blake Kastein’s Registration & Firm History

NC

03/16/2022 - Present

Vanguard Advisers, Inc. (CHARLOTTE NC)

AZ

03/29/2021 - 02/23/2022

MORGAN STANLEY (GILBERT AZ)

AZ

10/11/2019 - 03/12/2021

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 05/18/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/21/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/24/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blake William Kastein.
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