Stephan
Cassaday
Cassaday & Company, Inc
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About this Advisor
Stephan Cassaday is a financial advisor based in Mc Lean, Virginia, working with Cassaday & Company, Inc. Stephan has previously held positions at Cassaday & Co Wealth Management, LLC, #Ia Cassaday & Company, Inc, and Royal Alliance Associates, Inc. Stephan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Stephan 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
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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
Stephan Cassaday Work History
Cassaday & Co Wealth Management, LLC
Royal Alliance Associates, Inc
#Ia Cassaday & Company, Inc
Disclosures
Please visit the SEC profile of Stephan Cassaday 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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