Riley
Saunders

Cassaday & Company, Inc

CRD#6501118
Investment Advisor
in Mc Lean, VA

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About this Advisor

Riley Saunders is a financial advisor based in Mc Lean, Virginia, working with Cassaday & Company, Inc. Riley has previously held positions at Cassaday & Co, Andersen Tax, Amerprise Financial, Student At Virginia Tech, and Royal Alliance. Riley has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Riley is part of Cassaday & Company, Inc, which operates out of Mc Lean, Virginia. The firm has 86 employees and manages assets totaling $5.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Cassaday & Company, Inc includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

8180 Greensboro Drive Suite 1180
Mc Lean, VA 22102

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Cassaday & Company, Inc Brokerage Details

Total Assets Under Management

$4,975,020,215

VA Average: $1,835,309,194
Total Number of Employees

86

VA Average: 32
Total Number of Accounts

2,822

VA Average: 1,458
Average Account Size

$1,762,941

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Riley Saunders Work History

2020 - Present (4 years)

Royal Alliance

2019 - Present (5 years)

Cassaday & Co

2016 - 2019 (3 years)

Andersen Tax

2015 - 2015 (< 1 year)

Amerprise Financial

2012 - 2016 (4 years)

Student At Virginia Tech

Disclosures

Please visit the SEC profile of Riley Saunders to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cassaday & Company, Inc

Irene Butler
Mc Lean, VA
Steven Ulrich
Mc Lean, VA
Matthew Blunt
Mc Lean, VA
Victoria Freeman
Mc Lean, VA
Daniel Sharkey
Mc Lean, VA
Ryan Oliver
Mc Lean, VA
Kyle Cassaday
Mc Lean, VA
Andrew Malay
Mc Lean, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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