Ryan
Oliver
Cassaday & Company, Inc
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About this Advisor
Ryan Oliver is a certified financial planner operating in Mc Lean, Virginia with a total of 1 year of industry experience. Oliver is on the advisory team at Cassaday & Company, Inc. Their career trajectory has included roles at Cassaday & Company, Inc, Virginia Tech, Lord Botetourt High School, Royal Alliance Associates, Inc and Cassaday & Co Wealth Management, LLC. Oliver maintains a Series 63 license, which qualifies them as a securities broker, and is approved to serve investors in Virginia. Cassaday & Company, Inc is a financial advisory company based in Mc Lean, VA. It handles $4 billion in total assets across its 3,329 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 17 charities and foundations. Of its 3,329 accounts, 44% are held by high-net-worth clients who have more than $1 million in assets available to invest. Cassaday & Company, Inc provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors are based on the services. Fee types charged by Cassaday & Company, Inc most likely include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cassaday & Company, Inc Brokerage Details
$4,033,817,640
83
3,329
$1,211,721
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Ryan Oliver Work History
Ryan has been registered as a financial advisor for 1 years.*
Cassaday & Co Wealth Management, LLC
Royal Alliance Associates, Inc
Cassaday & Company, Inc
Virginia Tech
Lord Botetourt High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Oliver 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
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
