Steve Cassaday
Director Ejecutivo en Cassaday & Co. Wealth Management LLC .
Perfil
Mr. Stephan Q.
Cassaday is a Chairman & Chief Executive Officer at Cassaday & Co. Wealth Management LLC.
In 1993, after 16 years holding senior and management positions with several major New York Stock Exchange member firms, he abandoned the traditional Wall Street brokerage model and founded the Cassaday & Co., Inc. Mr. Cassaday was previously employed as Senior Vice President & Assistant Branch Manager by Prudential Securities, First Vice President & Assistant Branch Manager by PaineWebber, Inc., Vice President by E.F.
Hutton & Co., Inc., and Associate Vice President by Johnston, Lemon & Co., Inc. He has served terms as past President and Chairman of the Financial Planning Association of the National Capital Area.
He received his undergraduate degree from Radford University in July 1976.
He is a Certified Financial Planner professional and Certified Funds Specialist.
Cargos activos de Steve Cassaday
Empresas | Cargo | Inicio |
---|---|---|
Cassaday & Co. Wealth Management LLC
Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Director Ejecutivo | 01/01/2022 |
Antiguos cargos conocidos de Steve Cassaday.
Empresas | Cargo | Fin |
---|---|---|
Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Director Ejecutivo | 01/12/2021 |
Prudential Securities | Corporate Officer/Principal | 30/09/1993 |
PaineWebber, Inc. | Corporate Officer/Principal | 30/09/1988 |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | 30/03/1984 |
Johnston, Lemon & Co., Inc.
Johnston, Lemon & Co., Inc. Investment Banks/BrokersFinance Founded in 1920, Johnston Lemon & Co., Inc. is a full-service brokerage firm headquartered in Washington, DC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Johnston Lemon & Co. is a member of the NASD and the SIPC. | Corporate Officer/Principal | 28/02/1980 |
Formación de Steve Cassaday.
Radford University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 6 |
---|---|
Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Finance |
Prudential Securities | Finance |
PaineWebber, Inc. | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
Johnston, Lemon & Co., Inc.
Johnston, Lemon & Co., Inc. Investment Banks/BrokersFinance Founded in 1920, Johnston Lemon & Co., Inc. is a full-service brokerage firm headquartered in Washington, DC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Johnston Lemon & Co. is a member of the NASD and the SIPC. | Finance |
Cassaday & Co. Wealth Management LLC
Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Finance |
- Bolsa de valores
- Insiders
- Steve Cassaday