Colin Campbell

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

• 05/2022 → 08/2022
  Richmond International Forest Products
  Richmond, VA
• 08/2023 → Present
  Cassaday & Company
  Mclean, VA
• 05/2024 → Present
  Osaic Wealth, Inc.
  Mclean, VA
• 08/2019 → 05/2023
  Virginia Tech
  Blacksburg, VA
• 09/2015 → 06/2019
  Atlee High School
  Mechanicsville, VA

Other Businesses

CASSADAY AND COMPANY WEALTH MANAGEMENT POSITION: Financial Planning Administrator NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/29/2024 ADDRESS: 8180 Greensboro Dr Suite 1180, McLean VA 22102, United States DESCRIPTION: Schedule and prepare materials for meetings, assist advisors with day-to-day operations, run reports as needed

Exams

• S66 Uniform Combined State Law Examination
  2025-07-02