Cassaday & Company, Inc.
Cassaday & Company, Inc. (CRD# 317672) is a financial advisory firm headquartered in Mclean, VA. They manage $4,975,020,215 in 2,822 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management4,975MILLION
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Total Number of Accounts2,822ACCOUNTS
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Average Account Value$1,762,941
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WV
Stephan Cassaday (CRD# 849097) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 37 years of experience in the finance industry.
Sean Gallahan (CRD# 5640783) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 14 years of experience in the finance industry.
Justin Harris (CRD# 3174765) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 23 years of experience in the finance industry.
Nicholas Harris (CRD# 5323979) 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 (CRD# 4783951) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 18 years of experience in the finance industry.
Alex Karkeek (CRD# 5935944) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 11 years of experience in the finance industry.
Christopher Krell (CRD# 3035634) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 25 years of experience in the finance industry.
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.
Linda Stewart (CRD# 2291666) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 31 years of experience in the finance industry.
Steven Ulrich (CRD# 5982208) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 12 years of experience in the finance industry.