Christopher Krell has been Principal of Cassaday & Co Wealth Management since November 2021, is a control person of the firm and directly owns under 5% of it. Christopher Krell studied Pamplin College of Business at Virginia Tech.
Cassaday & Co Wealth Management LLC is a McLean, VA firm with $7.14B under management, 3,267 clients and 32 advisers in one office, as of its March 2026 filing.
Christopher Krell is a Senior Partner at Cassaday & Company, Inc. and has been with the firm since 1997. He works with clients on integrated wealth management, including investments, estate planning, taxes, cash flow generation and insurance, and specializes in multigenerational counseling and cash flow generation. He is a senior member of the firm's Investment Policy Committee.
Christopher Krell’s longest registration was 22 years at Cassaday & Co Inc (1999–2022). Before joining Cassaday & Co Wealth Management in 2022, Christopher Krell was registered through Cassaday & Co Inc.
- Cassaday & Company, Inc.Current– present · 4 yearsMcLean, VA · Adviser representative · Firm CRD 317672
- Cassaday & Co Inc– · 22 yearsMcLean, VA · Adviser representative · Firm CRD 106566
Professional designations
Listed by Cassaday & Co Wealth Management
- CFP®
Investment adviser representative registrations
Christopher Krell is registered as an investment adviser representative in 2 states. Each was approved in January 2022.
- TexasSince 5 January 2022
- VirginiaSince 5 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 October 1998 |
| Series 7 | General Securities Representative Examination | 21 July 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Anthony Krell
- CRD
- 3035634
- Firm
- Cassaday & Co Wealth Management · CRD 317672
- Role
- Principal
- Office
- 8180 GREENSBORO DRIVE, SUITE 1180, McLean, VA 22102
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cassaday.com
Where does Christopher Krell work?
Christopher Krell has been Principal of Cassaday & Co Wealth Management LLC since November 2021, and is a control person of the firm.
Is Christopher Krell a financial advisor?
Yes. Christopher Krell has a current investment-adviser registration in Texas and Virginia, through Cassaday & Co Wealth Management since January 2022.
How many years of experience does Christopher Krell have?
Christopher Krell has 27 years in the financial industry, since November 1998, across 2 adviser firms.
What exams has Christopher Krell passed?
Christopher Krell has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 1998. FINRA credited Christopher Krell with the SIE, which began in October 2018.
Where did Christopher Krell work before Cassaday & Co Wealth Management?
Before Cassaday & Co Wealth Management, Christopher Krell was registered through Cassaday & Co Inc, April 1999 to January 2022.
Where is Christopher Krell based?
Christopher Krell’s registered office is in McLean, VA.
Is Christopher Krell registered with FINRA?
Yes. Christopher Krell has a current broker registration, under CRD 3035634.
Source: FINRA BrokerCheck
Is Christopher Krell a CFP?
Cassaday & Co Wealth Management lists Christopher Krell with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Christopher Krell’s record?
Search CRD 3035634 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Christopher Krell’s full registration record.
