Andrew Patrick Malay

Current Employers

Employment History

• 06/2012 → 12/2021
  Cassaday & Company, Inc
  Mclean, VA
• 03/2013 → Present
  Osaic Wealth, Inc.
  Mclean, VA
• 01/2022 → Present
  Cassaday & Co Wealth Management, Llc
  Mclean, VA

Previous Registrations

• 2015-02-20 → 2022-01-04
  Cassaday & Co Inc
  Mclean, VA

Other Businesses

1. JURS MONTGOMERY POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2015 ADDRESS: 121 Sully's Trail, Suite 4, Pittsford NY 14534, United States DESCRIPTION: OFFER FIXED ANNUIITES LTC AND OTHER INSURANCE TO OUR CLIENTS 2. BSI, INC; INVESTMENT RELATED; 19785 CRYSTAL ROCK DRIVE, SUITE 211, GERMANTOWN, MD 20874; INSURANCE AGENT; 7/01/2015; APPROX HRS 2; SEC HRS 2; WE OFFER INSURANCE PRODUCTS FOR OUR CLIENTS LTC, FIXED ANNUITIES AND OTHER INSUANCE PRODUCTS. 3. CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/25/2012 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: To Provide Comprehensive Wealth Management solutions 4. 8180 PARTNERS LLC POSITION: Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Financial advisor/partner of firm 5. GREENSBORO LEGACY PARTNERS LLC 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

Exams

• S66 Uniform Combined State Law Examination
  2013-10-21

Designations

Other Names

• Drew Patrick Malay