Cassaday & Co Inc.

Cassaday & Co Inc. (CRD# 106566) is a financial advisory firm headquartered in Mclean, VA. They manage $1,561,503,417 in 4,144 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,562
    MILLION
  • Total Number of Accounts
    4,144
    ACCOUNTS
  • Average Account Value
    $376,811
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
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.

AZ, CA, CO, DC, DE, FL, GA, IL, MA, MD, MN, NC, NJ, NY, OR, PA, SC, TN, TX, VA, WV

Financial Advisors at Cassaday & Co Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Sean K. Gallahan
CRD#: 5640783
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102
96
Wealthminder
score

Sean Gallahan (CRD# 5640783) is an Investment Advisor Representative working at Cassaday & Co Inc. in Mclean, VA and has over 6 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.

2
Adam E. Huke
CRD#: 4783951
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102
96
Wealthminder
score

Adam Huke (CRD# 4783951) is an Investment Advisor Representative working at Cassaday & Co Inc. in Mclean, VA and has over 11 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.

3
Michael S. Carey
CRD#: 1157486
8180 Greensboro Dr, Suite 1180, Mclean, VA 22102
93
Wealthminder
score

Michael Carey (CRD# 1157486) is an Investment Advisor Representative working at Cassaday & Co Inc. in Mclean, VA and has over 33 years of experience in the finance industry.

4
Kenneth J. Harris
CRD#: 3174765
8180 Greensboro Dr, Suite 1180, Mclean, VA 22102
93
Wealthminder
score

Kenneth Harris (CRD# 3174765) is an Investment Advisor Representative working at Cassaday & Co Inc. in Mclean, VA and has over 16 years of experience in the finance industry.

5
Nicholas A. Harris
CRD#: 5323979
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102
93
Wealthminder
score

Nicholas Harris (CRD# 5323979) is an Investment Advisor Representative working at Cassaday & Co Inc. in Mclean, VA and has over 9 years of experience in the finance industry.

6
Alex J. Karkeek
CRD#: 5935944
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102
93
Wealthminder
score

Alex Karkeek (CRD# 5935944) is an Investment Advisor Representative working at Cassaday & Co Inc. in Mclean, VA and has over 4 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 M. Young
CRD#: 4345377
8180 Greensboro Dr, Suite 1180, Mclean, VA 22015
93
Wealthminder
score

Christopher Young (CRD# 4345377) is an Investment Advisor Representative working at Cassaday & Co Inc. in Mclean, VA and has over 15 years of experience in the finance industry.

8
Andrew P. Malay
CRD#: 5935914
8180 Greensboro Drive, Suite 1180, Mclean, VA 22102
92
Wealthminder
score

Andrew Malay (CRD# 5935914) is an Investment Advisor Representative working at Cassaday & Co Inc. in Mclean, VA and has over 3 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 put clients' interests first and comply with the Financial Planning Practice Standards.

9
Stephan Q. Cassaday
CRD#: 849097
8180 Greensboro Dr, Suite 1180, Mclean, VA 22015
86
Wealthminder
score

Stephan Cassaday (CRD# 849097) is an Investment Advisor Representative working at Cassaday & Co Inc. in Mclean, VA and has over 30 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.

10
Christopher A. Krell
CRD#: 3035634
8180 Greensboro Dr, Suite 1180, Mclean, VA 22102
83
Wealthminder
score

Christopher Krell (CRD# 3035634) is an Investment Advisor Representative working at Cassaday & Co Inc. in Mclean, VA and has over 18 years of experience in the finance industry.

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