KC
KC

Kyle Stephan Cassaday

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kyle is an Associate Vice President at Cassaday & Co Wealth Management, LLC since 2022. He works full-time as an advisor, meeting with clients, providing financial planning, running meetings, and answering complex questions.

Employment History
Current Registrations
Cassaday & Company, INC.
January 2022 - Present · 4 yrs 1 mo
Osaic Wealth, INC.Broker
December 2015 - Present · 10 yrs 2 mos
Previous Registrations
Cassaday & CO INC
December 2021 - January 2022 · 1 mo
Royal Alliance Associates, INC.
November 2016 - November 2021 · 5 yrs
State Registrations2 states
CAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.