Steven
Ulrich
Cassaday & Company, Inc
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About this Advisor
Steven Ulrich is a certified financial planner based in Mc Lean, Virginia, who has 1 year of relevant experience. Ulrich works at Cassaday & Company, Inc. Throughout their career, Ulrich has worked at Nreca, Re Investment Corporation, Re Advisers Corporation, Cassaday & Company, Inc, Royal Alliance and Cassaday & Co Wealth Management, LLC. Ulrich maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Virginia. Cassaday & Company, Inc is a registered investment business operating out of Mc Lean, VA. It has $4 billion in total assets across its 3,329 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 17 charitable organizations. Of its 3,329 accounts, 44% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial management fee schedules typically depend on which services the firm provides the client. However, fees billed by Cassaday & Company, Inc most likely are comprised of 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
Steven Ulrich Work History
Steven has been registered as a financial advisor for 1 years.*
Cassaday & Co Wealth Management, LLC
Royal Alliance
Cassaday & Company, Inc
Re Advisers Corporation
Nreca
Nreca
Nreca
Re Advisers Corporation
Nreca
Re Investment Corporation
*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 Steven Ulrich 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.
