Linda Stewart

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

• 01/1995 → Present
  Osaic Wealth, Inc.
  Mclean, VA
• 01/1995 → 12/2021
  Cassaday And Company
  Mclean, VA
• 01/2022 → Present
  Cassaday & Co Wealth Management, Llc
  Mclean, VA

Previous Registrations

• 2017-05-09 → 2022-01-04
  Cassaday & Co Inc
  Mclean, VA

Other Businesses

CASSADAY AND CO WEALTH MANGEMENT LLC POSITION: CCO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: I handle all the Compliance for the firm.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-20
• S63 Uniform Securities Agent State Law Examination
  1992-12-28

Other Names

• Linda Ann Stewart
• Linda Ann Stewart