Christopher Anthony Krell

Current Employers

Employment History

• 03/1997 → Present
  Royal Alliance Associates, Inc.
  Mclean, VA
• 03/1997 → 12/2021
  #Ia Cassaday & Company, Inc.
  Mclean, VA
• 01/2022 → Present
  Cassaday & Co Wealth Management, Llc
  Mclean, VA

Previous Registrations

• 1999-04-20 → 2022-01-04
  Cassaday & Co Inc
  Mclean, VA

Other Businesses

1. CASSADAY & COMPANY, INC., INVESTMENT RELATED, 8180 GREENSBORO DRIVE SUITE 1180 MCLEAN VA 22102, POSITION: SR VP, 01/01/2000, 200 HOURS/MONTH, 200 HOURS DURING SECURITIES TRADING, DUTIES: MANAGE DIVERSIFIED PORTFOLIOS AND PROVIDE FINANCIAL PLANNING ADVICE. 2. BSI INC POSITION: INSURANCE AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: 19785 CRYSTAL RICK DR SUITE 211, GERMANTOWN MD 20874 DESCRIPTION: LTC INSURANCE PROVIDE 3. JURS MONTGOMERY BROKERAGE POSITION: INSURANCE AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: 121 SULLY'S TRAIL, SUITE 4, PITTSFORD NY 14534 DESCRIPTION: VARIOUS INSURANCE POLICIES AND FIXED ANNUITIES 4. CASSADAY AND CO DAF POSITION: Baord NATURE: the company has a Donor Advised Fund and I am on the Board, we decide how much were are giving and to what organizaations each year INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2015; ADDRESS: 8180 Greensboro Dr, Suite 1180, McLean VA 22102, United States DESCRIPTION: the Board picks out charities and then we decide how much we will give then annually from the DAF 5. CASSADAY & CO WEALTH MANAGEMENT, INC. POSITION: Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: I am an owner in the firm helping run the business as well as an active financial advisor. 6. PLCS DEVELOPMENT LLC POSITION: Partner of LLC NATURE: We bought a lot and built a single family home on it. We thought about owning it ourselves but are receiving a lot of attention to potentially sell it. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 11 Spruce Way, Medfield MA 02052, United States DESCRIPTION: Provide capital for purchase of land and home build. we may receive offers to sell it and thus I want to disclose this potential activity before the sale. 7. GREENSBORO LEGACY PARTNERS POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 850 New Burton Road, Suite 210, Dover DE 19904, United States DESCRIPTION: Attend partner and company financial meetings 8. 8180 GREENSBORO PARTNERS, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22207, United States DESCRIPTION: attend partner meetings 9. C & C GREENSBORO HOLDINGS POSITION: Partner NATURE: Financial advisor INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Financial advisor 10. CASSADAY & CO WEALTH MANAGEMENT, INC. POSITION: Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: I am an owner in the firm helping run the business as well as an active financial advisor.

Exams

• S66 Uniform Combined State Law Examination
  1998-10-20

Designations