Sarah
Mouser
Cassaday & Company, Inc
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About this Advisor
Sarah Mouser is a financial advisor based in Mc Lean, Virginia, working with Cassaday & Company, Inc. Sarah has previously held a position at Savant Capital Management. Sarah has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Sarah 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
Services Offered
Fee Structure
Office Location
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Cassaday & Company, Inc Brokerage Details
$4,975,020,215
86
2,822
$1,762,941
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Sarah Mouser Work History
Savant Capital Management
Disclosures
Please visit the SEC profile of Sarah Mouser 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 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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