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Eric James Cassel

Vanguard Advisers, Inc.

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About Eric James Cassel

Eric Cassel is a financial advisor with Vanguard Advisers, Inc. in Malvern, PA. He has been working in the financial services industry since 2015. Eric specializes in financial planning and portfolio management for individuals and businesses. He holds Series 6, 7 and 63 licenses and is also a registered Investment Advisor Representative. Eric is experienced with a range of investment products and services, including mutual funds, exchange-traded funds, and variable annuities. He is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Eric Cassel 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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Eric Cassel’s Registration & Firm History

PA

03/16/2022 - Present

Vanguard Advisers, Inc. (Malvern PA)

PA

09/10/2018 - 11/10/2020

WELLS FARGO CLEARING SERVICES, LLC (CHESTERBROOK PA)

PA

07/29/2015 - 09/14/2017

CITIZENS SECURITIES, INC. (PAOLI PA)

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Licenses & Designations

IA

Issued 01/28/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/01/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2016

Series 7 - General Securities Representative Examination

BC

Issued 07/29/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric James Cassel.
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