Cassaday & Company, Inc. Employee Directory

Financial ServicesVirginia, United States51-200 Employees

Our Mission is to provide objective guidance to individuals and families seeking advice about their financial situations, to do so with the highest levels of honesty, integrity, and overall excellence possible, and to provide faultless quality and courteous service – at a reasonable price.

Cassaday & Company, Inc., has grown from $40 million in assets under management or supervision to $7 billion (as of 9/30/25) with 91 employees, assisting approximately 3,188 households throughout the United States.

Securities offered through Osaic Wealth, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, Inc., a registered investment adviser not affiliated with Osaic Wealth.  

FINRA: http://www.finra.org
SIPC: http://www.SIPC.org

Third-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 https://cassaday.com/category/awards-recognition/.

Opinions expressed here by Cassaday & Company advisors are based on economic or market conditions at the time this material was written.  Economies and markets fluctuate.  Actual economic or market events may turn out differently than anticipated.  Facts presented have been obtained from sources believed to be reliable.  Cassaday & Company advisors, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.  Cassaday & Company advisors do not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice.

Find Cassaday & Company, Inc. employees' phone numbers or email addresses

Cassaday & Company, Inc. Global Highlights

Location
Employees

North America
111

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  • United States Of America
    111

Cassaday & Company, Inc.'s Leadership

  • Stylized image of a person
    L. S.
    Cco And Director Of Client Services
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    W. B.
    Chief Operations Officer
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  • Stylized image of a person
    L. W.
    Chief Of Staff To The Ceo
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  • Stylized image of a person
    N. T.
    Chief Compliance Officer
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    S. C.
    Founder, Chairman & Ceo
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  • Stylized image of a person
    S. G.
    Partner & Financial Advisor
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  • Stylized image of a person
    A. K.
    Partner
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  • Stylized image of a person
    C. K.
    Senior Partner
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Contact profiles from Cassaday & Company, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. L.
    Director Of Financial Planning
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    Jun 27, 2025
  • Stylized image of a person
    A. W.
    Director Of Client Services
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    Oct 16, 2024
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    C. M. F.
    Director Of Onboarding Strategies
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    Oct 22, 2024
  • Stylized image of a person
    R. B.
    Director Of Investment Strategy & Operations
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    Oct 07, 2024
  • Stylized image of a person
    A. S.
    Estate Planning Manager
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    Jan 05, 2024
  • Stylized image of a person
    M. F.
    Portfolio Manager
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    Oct 19, 2025
  • Stylized image of a person
    D. S.
    Associate Portfolio Manager
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    United StatesMaryland
    Sep 08, 2025
  • Stylized image of a person
    T. W.
    Financial Planning Services Manager
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    United StatesVirginia
    Sep 09, 2025
  • Stylized image of a person
    A. K.
    Marketing & Events Manager
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    United StatesVirginia
    Sep 10, 2025
  • Stylized image of a person
    C. P.
    Onboarding Manager
    Phone icon
    United StatesVirginia
    Sep 11, 2025

Frequently Asked Questions

What is Cassaday & Company, Inc. known for?

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Cassaday & Company, Inc. was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 8180 Greensboro Drive, Suite 1180; you can contact the main corporate office by phone at . Explore Cassaday & Company, Inc.'s company overview page for more information.

What is Cassaday & Company, Inc.'s most common email format?

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Cassaday & Company, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cassaday & Company, Inc. email formats with LeadIQ.

How many employees does Cassaday & Company, Inc. have currently?

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Cassaday & Company, Inc. has approximately 91 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Cassaday & Company, Inc.'s key employees and leadership?

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As of December 2025, Cassaday & Company, Inc.'s key employees include:

  • Cco And Director Of Client Services: L. S.
  • Chief Operations Officer: W. B.
  • Chief Of Staff To The Ceo: L. W.
  • Chief Compliance Officer: N. T.
  • Founder, Chairman & Ceo: S. C.

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