Leonardo Scotti

Current Employers

Cassaday & Company, Inc.

8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2026-01-13

VA RA
APPROVED

Since 2026-01-13

Branch Locations

8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Peapack Private Bank & Trust	Bedminster	NJ	10/2024	10/2025
Hoffman'S Supply	Long Valley	NJ	05/2024	10/2024
Full Time Education	Long Valley	NJ	05/2015	05/2024
Osaic Wealth, Inc.	Mclean	VA	10/2025	Present

10/2024 → 10/2025

Peapack Private Bank & Trust

Bedminster, NJ
05/2024 → 10/2024

Hoffman'S Supply

Long Valley, NJ
05/2015 → 05/2024

Full Time Education

Long Valley, NJ
10/2025 → Present

Osaic Wealth, Inc.

Mclean, VA

Other Businesses

CASSADAY AND COMPANY WEALTH MANAGEMENT LLC POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/09/2025 ADDRESS: 8180 Greensboro Drive, Suite 1180, Mclean VA 22102, United States DESCRIPTION: Paraplanner

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-09

S66 Uniform Combined State Law Examination

2026-01-09

View on SEC IAPD

Current Employers

Cassaday & Company, Inc.

Disclosures

Employment History

Other Businesses

Exams

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