Carson Dean Filion

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

• 07/2018 → 05/2022
  Montville Family Practice
  Montville, NJ
• 05/2022 → 08/2022
  Hightower Financial Principles
  Fairfield, NJ
• 06/2023 → 08/2023
  New York Life Investments
  Jersey City, NJ
• 08/2020 → 05/2024
  Florida State University
  Tallahassee, FL
• 05/2024 → 04/2025
  Unemployed
  Jacksonville, FL
• 04/2025 → 05/2025
  Unemployed
  Tysons, VA
• 09/2016 → 06/2020
  James Caldwell High School
  Caldwell, NJ
• 01/2015 → 09/2016
  Grover Cleveland Middle School
  Caldwell, NJ
• 05/2025 → Present
  Osaic
  Mclean, VA

Other Businesses

Cassaday & Company It is an investment-related business 8180 Greensboro Drive Suit 1180, McLean, VA, 22102 Financial Service Paraplanner Paraplanner 05/05/2025 200 8 Assisting the onboarding process for new client relationships, preparing materials for client meetings, and providing custom reports and analyses on a wide range of financial planning topics for clients.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-18