Stephan Cassaday has been President of Cassaday & Co Wealth Management since November 2021, is a control person of the firm and directly owns under 5% of it.
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.
Stephan Q. Cassaday is Chairman & CEO of Cassaday & Company, Inc. Cassaday has been advising investors professionally since 1977. In 1993, after 16 years of holding senior and management positions with several major New York Stock Exchange member firms, he founded Cassaday & Company, Inc.
Stephan Cassaday’s longest registration is the current one, 32 years at Osaic Wealth, Inc. since 1993. Before joining Cassaday & Co Wealth Management in 2022, Stephan Cassaday was registered through Cassaday & Co Inc.
- Cassaday & Company, Inc.Current– present · 4 yearsMcLean, VA · Adviser representative · Firm CRD 317672
- Cassaday & Co Inc– · 26 yearsMcLean, VA · Adviser representative · Firm CRD 106566
- Osaic Wealth, Inc.Also current– present · 32 yearsNaples, FL · Adviser representative and broker · Firm CRD 23131
Professional designations
Listed by Cassaday & Co Wealth Management
- CFP®
- CFS
Investment adviser representative registrations
Stephan Cassaday is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in January 2022.
- TexasResidentSince 4 January 2022
- VirginiaSince 4 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 2 January 2023 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 6 April 1993 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 1 August 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 June 1986 |
| Series 5 | Interest Rate Options Examination | 20 October 1981 |
| Series 7 | General Securities Representative Examination | 18 February 1978 |
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- Interest Rate Options Examination
- Name
- General Securities Representative Examination
- Full name
- Stephan Quinn Cassaday
- CRD
- 849097
- Firm
- Cassaday & Co Wealth Management · CRD 317672
- Role
- President
- Office
- 8180 GREENSBORO DRIVE, SUITE 1180, McLean, VA 22102
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 1978
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cassaday.com
Where does Stephan Cassaday work?
Stephan Cassaday has been President of Cassaday & Co Wealth Management LLC since November 2021, and is a control person of the firm.
Is Stephan Cassaday a financial advisor?
Yes. Stephan Cassaday has a current investment-adviser registration in Texas and Virginia, through Cassaday & Co Wealth Management since January 2022.
How many years of experience does Stephan Cassaday have?
Stephan Cassaday has 48 years in the financial industry, since February 1978, across 3 adviser firms.
What exams has Stephan Cassaday passed?
Stephan Cassaday has passed 7 licensing exams: the Series 7, Series 5, Series 63, Series 8, Series 65, Series 9 and Series 10. The earliest, the Series 7, was passed in February 1978. FINRA credited Stephan Cassaday with the SIE, which began in October 2018.
Where did Stephan Cassaday work before Cassaday & Co Wealth Management?
Before Cassaday & Co Wealth Management, Stephan Cassaday was registered through Cassaday & Co Inc, April 1995 to January 2022.
Where is Stephan Cassaday based?
Stephan Cassaday’s registered office is in McLean, VA.
Is Stephan Cassaday registered with FINRA?
Yes. Stephan Cassaday has a current broker registration, under CRD 849097.
Source: FINRA BrokerCheck
Is Stephan Cassaday a CFP?
Cassaday & Co Wealth Management lists Stephan Cassaday with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Stephan Cassaday’s record?
Search CRD 849097 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Stephan Cassaday’s full registration record.
