Cassaday & Company, Inc.

Cassaday & Company, Inc. (CRD# 317672) is a financial advisory firm headquartered in Mclean, VA. They manage $4,633,257,014 in 3,085 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,633
    MILLION
  • Total Number of Accounts
    3,085
    ACCOUNTS
  • Average Account Value
    $1,501,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, VT, WA, WV

Financial Advisors at Cassaday & Company, Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Stephan Q. Cassaday
CRD#: 849097
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102

Stephan Cassaday (CRD# 849097) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 36 years of experience in the finance industry. Stephan Cassaday has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sean K. Gallahan
CRD#: 5640783
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102

Sean Gallahan (CRD# 5640783) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 12 years of experience in the finance industry. Sean Gallahan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Justin P. Harris
CRD#: 3174765
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102

Justin Harris (CRD# 3174765) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 22 years of experience in the finance industry. Justin Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Nicholas A. Harris
CRD#: 5323979
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102

Nicholas Harris (CRD# 5323979) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 14 years of experience in the finance industry. Nicholas Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Adam E. Huke
CRD#: 4783951
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102

Adam Huke (CRD# 4783951) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 16 years of experience in the finance industry. Adam Huke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Alex J. Karkeek
CRD#: 5935944
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102

Alex Karkeek (CRD# 5935944) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 9 years of experience in the finance industry. Alex Karkeek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Christopher A. Krell
CRD#: 3035634
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102

Christopher Krell (CRD# 3035634) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 23 years of experience in the finance industry. Christopher Krell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Andrew P. Malay
CRD#: 5935914
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102

Andrew Malay (CRD# 5935914) is an Investment Advisor Representative working at Cassaday & Co Inc. in Mclean, VA and has over 4 years of experience in the finance industry. Andrew Malay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

9
Amy V. Smith
CRD#: 2004409
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102

Amy Smith (CRD# 2004409) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 27 years of experience in the finance industry. Amy Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Linda A. Stewart
CRD#: 2291666
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102

Linda Stewart (CRD# 2291666) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 29 years of experience in the finance industry.

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