Supreme Alliance
47yrs
Top advisor by experience in Charlotte
6yrs
Patrick Casey is a fiduciary financial advisor in Charlotte, North Carolina, with 6 years in the industry. Patrick joined Vanguard Advisers in 2025, after two years at Wells Fargo Advisors. Vanguard Advisers offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office1030 Admiral Nelson Ct, Charlotte, NC 28262
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?2 states
Services through Vanguard Advisers
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowVanguard Advisers, Inc.Current firm
- 2022 – 2025Wells Fargo Clearing Services, LLCPreviously
- Dec 2020 – Oct 2021Wells Fargo Clearing Services, LLCPreviously
Contact Patrick
(610) 669-1000Firm headquarters in Malvern, PA. Ask for Patrick. 1030 Admiral Nelson CtCharlotte, NC 28262Office · Get directions Firm websiteinvestor.vanguard.com/advice
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Vanguard Advisers at (610) 669-1000 and ask for Patrick Casey. Patrick works from the Charlotte, NC office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Janney Montgomery Scott
47yrs
Top 1% by experience in Charlotte
LPL Financial
47yrs
Top 1% by experience in Charlotte
Robert W. Baird & Co.
47yrs
Top 1% by experience in Charlotte
Stephens
47yrs
Top 1% by experience in Charlotte
Morgan Stanley
47yrs
Top 1% by experience in Charlotte