William
Moir
Cassaday & Company, Inc
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About this Advisor
William Moir is a financial advisor based in Mc Lean, Virginia, working with Cassaday & Company, Inc. William has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Full-Time Education, Whiskey Creek Golf Club, Hmf Paving And Contractors, Northwestern Mutual, Merrill Lynch Wealth Management, University Of Mississippi, Towson University, Frederick Community College, Mount St. Mary'S University, Woodmont Country Club, Bank Of America N.A, Bogart Wealth, LLC, and Osaic Wealth, Inc. William has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, William is part of Cassaday & Company, Inc, which operates out of Mc Lean, Virginia. The firm has 84 employees and manages assets totaling $6.0 billion. Cassaday & Company, Inc serves 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
$5,982,798,469
84
3,155
$1,896,291
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
William Moir Work History
Osaic Wealth, Inc
Bogart Wealth, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Merrill Lynch Wealth Management
Woodmont Country Club
Northwestern Mutual
Mount St. Mary'S University
Frederick Community College
Hmf Paving And Contractors
Towson University
University Of Mississippi
Full-Time Education
Whiskey Creek Golf Club
Disclosures
Please visit the SEC profile of William Moir 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
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