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Kyle Stephan Cassaday

Cassaday & Company, Inc.

Mclean, VA

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Current Employers
Cassaday & Company, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-01-05
  • VA RA
    APPROVED
    Since 2022-01-05

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
OrganizationCityStateFromTo
Cassaday And Company Mclean VA 06/2013 12/2021
Cassaday & Co Wealth Management, Llc Mclean VA 01/2022 Present
  • 06/2013 → 12/2021
    Cassaday And Company
    Mclean, VA
  • 01/2022 → Present
    Cassaday & Co Wealth Management, Llc
    Mclean, VA
Previous Registrations
  • 2021-12-10 → 2022-01-04
    Cassaday & Co Inc
    Mclean, VA
Other Businesses

CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Associate Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Drive, McLean VA 22102, United States DESCRIPTION: I am an advisor. I meet with clients, provide financial planning, run meetings, and answer complex questions.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-10
  • S66 Uniform Combined State Law Examination
    2014-11-10
Other Names
  • Kyle Stephen Cassaday

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