Christopher Michael Young

Current Employers

Employment History

• 01/2000 → 12/2021
  Cassaday & Co., Inc./Royal Alliance
  Mclean, VA
• 01/2001 → Present
  Osaic Wealth, Inc.
  Mclean, VA
• 01/2022 → Present
  Cassaday & Co Wealth Management, Llc
  Mclean, VA

Previous Registrations

• 2000-04-16 → 2022-01-04
  Cassaday & Co Inc
  Mclean, VA

Other Businesses

1. BOARD OF THE CASSADAY AND COMPANY ADVISED FUND,NOT INVESTMENT RELATED,TO MAKE DISBURSEMENTS OUT OF THE DONOR ADVISED FUND TO AGREED UPON CHARITIES,8180 GREENSBORO DR. STE 1180 MCLEAN, VA 22102, STARTED THIS ACTIVITY: 8/4/08, 2-4 HRS A YEAR, 2-4 HRS A YEAR DURING SECURITIES TRADING HOURS,TO FIND CHARITIES THAT MEET OUR FUNDS MISSION AND DETERMINE IF WE SHOULD ALLOCATE DOLLARS TO THEM. 2.CASSADAY & COMPANY, INVESTMENT RELATED, 8180 GREENSBORO DR STE 1180 MCLEAN, VA 22102, FIRST VP, 1/1/2003, 250 HOURS PER MONTH, 250 HOURS DURING TRADING HOURS, AS A FINANCIAL PLANNER I PUT TOGETHER PLANS FOR MY CLIENTS I AM A VOTING MEMBER ON THE FIRMS INVESTMENT POLICY COMMITTEE. I ALSO ACTIVELY MANAGE MY CLIENTS ACCOUNTS. 3. BSI, INC. POSITION: AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2014 ADDRESS: 19785 CRYSTAL ROCK DR., SUITE 211, GERMANTOWN MD 20874 DESCRIPTION: FOR LTC BUSINESS 4. JURS MONTGOMERY BROKERAGE POSITION: AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2014 ADDRESS: 121 SULLY'S TRAIL, SUITE 4, PITTSFORD NY 14534 DESCRIPTION: FOR ALL TYPES OF INSURANCE AND FIXED ANNUITIES THAT DO NOT REQUIRE TO BE DONE THROUGH ROYAL ALLIANCE: 5. CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/10/2000 ADDRESS: 8180 Greensboro Dr, Ste 1180, McLean VA 22102, United States DESCRIPTION: Supervise client's assets and provide comprehensive wealth management services. 6. 8180 GREENSBORO PARTNERS, LLC POSITION: Senior Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2025 ADDRESS: 8180 Greensboro Dr, STE 1180, McLean VA 22102, United States DESCRIPTION: Attend partner meetings 7. C&C GREENSBORO HOLDINGS, INC POSITION: Senior Partner NATURE: Corporation, LLC, Partnership, Sole Proprietorship, Insurance Agency, etc INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Dr, Ste 1180, McLean VA 20170, United States DESCRIPTION: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2001-09-13

Designations