Thomas Mark Wagaman

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

• 12/2018 → Present
  Cassaday & Company, Inc.
  Mclean, VA
• 10/2018 → 12/2018
  Unemployed
  Vienna, VA
• 11/2017 → 10/2018
  Georgetown Insurance Service, Inc.
  Silver Spring, MD
• 09/2017 → 11/2017
  Unemployed - Looking For Job
  Vienna, VA
• 06/2017 → 09/2017
  La Piazza
  Sea Isle City, NJ
• 08/2016 → 06/2017
  College - Radford University
  Radford, VA
• 09/2022 → Present
  Royal Alliance Associates, Inc.
  Mclean, VA

Other Businesses

CASSADAY & COMPANY WEALTH MANAGEMENT, LLC POSITION: Financial Planning Services Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/12/2019 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Onboarding New Clients to the firm,Analysis work for existing clients,Sitting in client meetings.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-23

Other Names

• Tom Wagaman
• Tommy Wagaman