Steve Cassaday
Chief Executive Officer at Cassaday & Co. Wealth Management LLC
Profile
Mr. Stephan Q.
Cassaday is a Chairman & Chief Executive Officer at Cassaday & Co. Wealth Management LLC.
In 1993, after 16 years holding senior and management positions with several major New York Stock Exchange member firms, he abandoned the traditional Wall Street brokerage model and founded the Cassaday & Co., Inc. Mr. Cassaday was previously employed as Senior Vice President & Assistant Branch Manager by Prudential Securities, First Vice President & Assistant Branch Manager by PaineWebber, Inc., Vice President by E.F.
Hutton & Co., Inc., and Associate Vice President by Johnston, Lemon & Co., Inc. He has served terms as past President and Chairman of the Financial Planning Association of the National Capital Area.
He received his undergraduate degree from Radford University in July 1976.
He is a Certified Financial Planner professional and Certified Funds Specialist.
Steve Cassaday active positions
| Companies | Position | Start |
|---|---|---|
Cassaday & Co. Wealth Management LLC
 Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Chief Executive Officer | 2021-12-31 |
Former positions of Steve Cassaday
| Companies | Position | End |
|---|---|---|
Cassaday & Co., Inc.
 Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Chief Executive Officer | 2021-11-30 |
| Prudential Securities | Corporate Officer/Principal | 1993-09-29 |
| PaineWebber, Inc. | Corporate Officer/Principal | 1988-09-29 |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | 1984-03-29 |
Johnston, Lemon & Co., Inc.
 Johnston, Lemon & Co., Inc. Investment Banks/BrokersFinance Founded in 1920, Johnston Lemon & Co., Inc. is a full-service brokerage firm headquartered in Washington, DC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Johnston Lemon & Co. is a member of the NASD and the SIPC. | Corporate Officer/Principal | 1980-02-27 |
Training of Steve Cassaday
| Radford University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Finance |
| Prudential Securities | Finance |
| PaineWebber, Inc. | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
Johnston, Lemon & Co., Inc.
Johnston, Lemon & Co., Inc. Investment Banks/BrokersFinance Founded in 1920, Johnston Lemon & Co., Inc. is a full-service brokerage firm headquartered in Washington, DC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Johnston Lemon & Co. is a member of the NASD and the SIPC. | Finance |
Cassaday & Co. Wealth Management LLC
Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Finance |
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