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Casey Michael Donlon

Vanguard Advisers, Inc.

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About Casey Michael Donlon

Casey Michael Donlon is an investment advisor representative at Vanguard Advisers, Inc. Casey has been in the industry since May 29, 2017. Casey has passed the Series 63, Series 65, Series 7 and SIE exams. Casey has been registered with Vanguard Advisers, Inc. since July 22, 2022. Casey is also registered with the state of Texas. Casey previously worked at Vanguard Marketing Corporation. Casey is a specialist in a variety of investment products and services. Casey provides financial planning, portfolio management for individuals, businesses and pooled investment vehicles. Casey also selects other advisors. Casey is committed to providing clients with personalized service and helping them achieve their financial goals.

Firm Information

Casey Donlon 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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Casey Donlon’s Registration & Firm History

AZ

07/22/2022 - Present

Vanguard Advisers, Inc. (Scottsdale AZ)

AZ

10/03/2016 - 02/18/2021

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 07/01/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Casey Michael Donlon.
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