Steven Evans Ulrich

Current Employers

Employment History

• 01/2014 → 08/2017
  Re Advisers Corporation
  Arlington, VA
• 01/2014 → 08/2017
  Nreca
  Arlington, VA
• 08/2017 → 12/2021
  Cassaday & Company, Inc.
  Mclean, VA
• 07/2018 → Present
  Osaic Wealth, Inc.
  Mclean, VA
• 01/2022 → 03/2023
  Cassaday & Co Wealth Management, Llc
  Mclean, VA
• 03/2023 → Present
  Cassaday & Co Wealth Management, Llc
  Mclean, VA

Previous Registrations

• 2019-05-23 → 2022-01-04
  Cassaday & Co Inc
  Mclean, VA
• 2013-11-27 → 2014-12-31
  Homestead Advisers Corp.
  Arlington, VA

Other Businesses

1. BSI, INC. POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2019 ADDRESS: 19785 Crystal Rock Drive, Suite 211, Germantown MD 20874, United States DESCRIPTION: Insurance sales 2. JURS MONTGOMERY POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2019 ADDRESS: 1175 Pittsford-Victor Road, Suite 110, Pittsford NY 14534, United States DESCRIPTION: Insurance sales 3. CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Senior Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/28/2017 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Ongoing investment advice and financial planning for clients. Preparing proposals for prospective clients. 4. STEVEN ULRICH - NOTARY POSITION: Vice President NATURE: Notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/11/2019 ADDRESS: 8180 Greensboro Dr., Suite 1180, McLean VA 22102, United States DESCRIPTION: Notarizing documents for clients 5. POTOMAC CLASSICAL CONSERVATORY POSITION: Treasurer of the board of directors NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2023 ADDRESS: 3510 Cameron Mills Rd., Alexandria VA 22305, United States DESCRIPTION: Acting as a member of the board for a non-profit hybrid school. Activities include reviewing financial reports of the school, discussing the school budget, and voting on board matters. 6. POTOMAC CLASSICAL CONSERVATORY POSITION: Chairman of the Board of Directors NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2023 ADDRESS: 3510 Cameron Mills Rd., Alexandria VA 22305, United States DESCRIPTION: Acting as a member of the board for a non-profit hybrid school. Activities include reviewing financial reports of the school, discussing the school budget, and voting on board matters.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-13
• S65 Uniform Investment Adviser Law Examination
  2014-03-18
• S63 Uniform Securities Agent State Law Examination
  2012-01-12

Designations