Steve Cassaday
Algemeen Directeur bij Cassaday & Co. Wealth Management LLC
Actieve functies van Steve Cassaday
Bedrijven | Functie | Begin | Einde |
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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. | Algemeen Directeur | 01-01-2022 | - |
Voorzitter | 01-01-2022 | - | |
President | 01-01-2022 | - |
Loopbaan van Steve Cassaday
Eerdere bekende functies van Steve Cassaday
Bedrijven | Functie | Begin | Einde |
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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. | Algemeen Directeur | 01-01-1993 | 01-12-2021 |
Voorzitter | 01-01-1993 | 01-12-2021 | |
Oprichter | 01-01-1993 | 01-12-2021 | |
President | 01-01-1993 | 01-12-2021 | |
Prudential Securities | Corporate Officer/Principal | 30-09-1993 | 30-09-1993 |
PaineWebber, Inc. | Corporate Officer/Principal | 30-09-1988 | 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 | 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 | 28-02-1980 |
Opleiding van Steve Cassaday
Radford University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 8 |
Operationeel
Corporate Officer/Principal | 4 |
Chief Executive Officer | 2 |
Chairman | 2 |
Sectoraal
Finance | 7 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 6 |
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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 |
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