Neal Joseph Treanor

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

• 06/2014 → 08/2019
  State Street Global Advisors Funds Distributors Llc
  Boston, MA
• 06/2014 → 01/2017
  State Street Bank & Trust
  Boston, MA
• 01/2017 → 08/2019
  State Street Global Advisors Trust Company
  Boston, MA
• 09/2019 → 03/2023
  Wellington Management Company
  Boston, MA
• 04/2023 → 05/2024
  1251 Capital Group
  Boston, MA
• 06/2024 → 12/2024
  Unemployed
  Franklin, MA
• 01/2025 → 09/2025
  Grayscale Securities, Llc
  Stamford, CT
• 01/2025 → 09/2025
  Grayscale Operating, Llc
  Stamford, CT
• 09/2025 → Present
  Osaic Wealth, Inc.
  Mclean, VA

Other Businesses

1. CASSADAY AND COMPANY WEALTH MANGEMENT, LLC POSITION: Chief Compliance Officer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/15/2025 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Overseeing and administering the SEC driven RIA compliance program for Cassaday & Company Wealth Management.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-19
• S63 Uniform Securities Agent State Law Examination
  2014-06-21

Other Names

• Neal Treanor
• Neal J Treanor