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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 2026-04-08
  • VA RA
    APPROVED
    Since 2026-04-08

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
Mariner Wealth Advisors Arlington VA 07/2023 02/2025
Mariner Wealth Advisors Overland Park KS 12/2023 02/2025
Movement Mortgage Fairfax VA 01/2021 09/2023
Loan Depot Fairfax VA 09/2020 01/2021
Jalapenos Mexican Grill Harrisonburg VA 01/2018 07/2020
American Family Fitness Colonial Heights VA 01/2017 01/2018
Neumann University Bookstore Aston PA 01/2016 01/2017
Centurion Wealth Management, Llc Arlington VA 02/2025 04/2026
Centurion Wealth Management, Llc Mclean VA 05/2025 04/2026
Osaic Wealth, Inc. Mclean VA 04/2026 Present
  • 07/2023 → 02/2025
    Mariner Wealth Advisors
    Arlington, VA
  • 12/2023 → 02/2025
    Mariner Wealth Advisors
    Overland Park, KS
  • 01/2021 → 09/2023
    Movement Mortgage
    Fairfax, VA
  • 09/2020 → 01/2021
    Loan Depot
    Fairfax, VA
  • 01/2018 → 07/2020
    Jalapenos Mexican Grill
    Harrisonburg, VA
  • 01/2017 → 01/2018
    American Family Fitness
    Colonial Heights, VA
  • 01/2016 → 01/2017
    Neumann University Bookstore
    Aston, PA
  • 02/2025 → 04/2026
    Centurion Wealth Management, Llc
    Arlington, VA
  • 05/2025 → 04/2026
    Centurion Wealth Management, Llc
    Mclean, VA
  • 04/2026 → Present
    Osaic Wealth, Inc.
    Mclean, VA
Previous Registrations
Other Businesses

CASSADAY AND COMPANY WEALTH MANAGEMENT, LLC POSITION: Senior Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/02/2026 ADDRESS: 8180 Greensboro Dr., McLean VA 22102, United States DESCRIPTION: works closely with Founder, Chairman, and CEO Stephan Cassaday and his team to deliver comprehensive wealth management services. He supports the preparation of high-level client reviews, facilitates new client onboarding, and maintains ongoing relationships with clients to stay aligned with their evolving financial goals. Alex provides in-depth analysis across all areas of financial planning, with particular expertise in tax planning, estate planning, education funding strategies, and retirement cash flow projections.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-07-30
S65 Uniform Investment Adviser Law Examination 2024-12-27
  • S63 Uniform Securities Agent State Law Examination
    2026-07-30
  • S65 Uniform Investment Adviser Law Examination
    2024-12-27
Designations

View on SEC IAPD

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