Stephan Quinn Cassaday

Current Employers

Employment History

• 10/1993 → Present
  Royal Alliance Associates, Inc.
  Mclean, VA
• 10/1993 → 12/2021
  #Ia Cassaday & Company, Inc.
  Mclean, VA
• 01/2022 → Present
  Cassaday & Co Wealth Management, Llc
  Mclean, VA

Previous Registrations

• 1995-04-24 → 2022-01-04
  Cassaday & Co Inc
  Mclean, VA

Other Businesses

1. ROYAL ALLIANCE ASSOCIATES, INVESTMENT RELATED, ONE WORLD FINANICAL CENTER 15TH FLOOR NY NY 10281, POSITION: STATUTORY AGENT, START DATE: 09/1993, 10 HOURS/MONTH, 10 HOURS DURING SECURITIES TRADING HOURS, DUTIES: SELL VARIABLE ANNUITIES 2. CASSADAY AND COMPANY, INC (IRIA), INVESTMENT RELATED, 8180 GREENSBORO DR SUITE 1180 MCLEAN, VA 22102, POSITION; PRESIDENT, START DATE 12/1993, 160 HOURS/MONTH, 160 HOURS/MONTH DURING SECURITIES TRADING, DUTIES: INVESTMENT ADVISOR - MANAGE ACCOUNTS FOR CLIENTS WITH FULL DISCRETION OVER THE ACCOUNTS. 3. BSI, INC POSITION: INSURANCE AGENT NATURE: CORPORATION INVESTMENT RELATED: YES NUMBER OF HOURS: 2 ; SECURITIES TRADING HOURS: 2 START DATE: 01/01/2014 ADDRESS: 19785 CRYSTAL ROCK DR, SUITE 211, GERMANTOWN MD 20874 DESCRIPTION: WE OFFER INSRUANCE PRODUCTS FOR OUR CLIENTS LTC, FIXED ANNUITIES AND OTHER INSURANCE PRODUTS. 4. JURS MONTGOMERY POSITION: INSURANCE AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2014 ADDRESS: 121 SULLY'S TRAIL, SUITE 4, PITTSFORD NY 14534 DESCRIPTION: OFFER FIXED ANNUIITES LTC AND OTHER INSRUANCE TO OUR CLIENTS 5. CASSADAY AND CO WEALTH MANGEMENT, LLC POSITION: CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/03/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Planner for my clients and CEO of the Company 6. GREENSBORO LEGACY PARTNERS, LLC POSITION: Partner Chief Executive NATURE: LLC Management Company for Cassaday & Company Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 125 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Dr, Suite 1180, McLean VA 22102, United States DESCRIPTION: Investment Advisor Representative, Chief Executive 7. 8180 PARTNERS POSITION: Chairman NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Dr, Suite 1180, McLean VA 22102, United States DESCRIPTION: CEO 8. N/A POSITION: Attorney in Fact NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2025 ADDRESS: 8180 Greensboro Dr, Suite 1180, McLean VA 22102, United States DESCRIPTION: Health Care Surrogate, Financial Power 9. C AND C GREENSBORO HOLDINGS INC POSITION: CEO NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Drive Suite 1180, McLean VA 22102, United States DESCRIPTION: Partner in the Corporation

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-06
• S63 Uniform Securities Agent State Law Examination
  1986-06-26

Designations

Other Names

• Stephan Quinn Cassaday
• Stephen Quinn Cassaday