Christopher Anthony Krell

CFP

Cassaday & Company, INC.

27 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Cassaday & Company, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

27 advisors

Number of Clients

3,155 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$6.0B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Minimum Annual Fee:$6,000

Location

8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102

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History

Regulatory History (1)

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Customer Dispute

July 2010

Denied

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Other Business ActivitiesSells Insurance

Christopher is a Senior VP at Cassaday & Company, Inc. managing portfolios and providing financial planning advice, and a Principal at Cassaday & Co Wealth Management, Inc. He also works as an insurance agent for BSI Inc. and Jurs Montgomery Brokerage, and is a partner in PLCS Development LLC.

Employment History

Current Registrations

Cassaday & Company, INC.

January 2022 - Present · 4 yrs 1 mo

Osaic Wealth, INC.Broker

November 1998 - Present · 27 yrs 3 mos

Previous Registrations

Cassaday & CO INC

April 1999 - January 2022 · 22 yrs 9 mos

State Registrations39 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.