Cassaday & Company, Inc.

Investment Bank/Securities Brokerage - Tysons Corner, VA, US

Cassaday & Company, Inc. Senior Management
Lindsey Witchie

Executive Assistant to President/CEO

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Allison MBA

President & COO, Principal

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Theoni Sklavos

President & COO, Principal

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Justin Harris

Principal / Vice Chairman of Investment Policy Committee

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Allison Felix

Managing Partner & COO

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Cassaday & Company, Inc. Details

After 16 years holding senior and management positions with several major New York Stock Exchange member firms, Steve Cassaday abandoned the traditional Wall Street brokerage model and founded Cassaday & Company, Inc., an independent advisory firm. Steve's vision was based on simple concepts about what clients want:• Comprehensive, integrated financial advice that is proactive, objective, impartial, unbiased, and continuously applied• Advisors who are highly trained, credentialed, and experienced• A firm that controls its own destiny by remaining independent from any bank, brokerage firm, or insurance company where conflicts of interest exist• Advisors who are fiduciariesCassaday & Company, Inc. has been nationally recognized as a leading firm and has grown from $40 million in assets under management or supervision to $4.7 billion (as of Oct 2021) with 70 employees, assisting more than 2,600 households throughout the United States.Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, Inc., a registered investment adviser not affiliated with Royal Alliance Associates. Cassaday & Company's website: http://www.cassaday.comFINRA: http://www.finra.orgSIPC: http://www.SIPC.orgThird-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please visit our Awards and Recognition page for details http://www.cassaday.com/who-we-are/awards.

Cassaday & Company, Inc. logo, Cassaday & Company, Inc. contact details
Website: cassaday.com
Employees: 100 - 249
HQ: 703-506-8208
Location: Tysons Corner, VA, US
Revenue: 10 - 20 Million
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