Ashli Ann Suprise

Employer firm

Cassaday & Company, Inc. CRD 317672

$7.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Ef Legacy Securities, Llc
  Henrico, VA
• 10/2020 → Present
  Osaic Wealth
  Mclean, VA

Other Businesses

CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Advanced Strategies Client Service Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2020 ADDRESS: 8180 Greensboro Dr., Suite 1180, McLean VA 22102, United States DESCRIPTION: Insurance and annuity analysis, annuity and 401k trades, client transaction and maintenance, insurance and annuity sales, admin to director.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-17
• S63 Uniform Securities Agent State Law Examination
  2011-12-27

Other Names

• Ashli Ann Jones