CR
CR

Cayenne Lajune Rooks

1 Year of Experience
BrokerSells Insurance
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 ActivitiesSells Insurance

Cayenne works full-time as an Advanced Strategies Analyst at Cassaday and Co Wealth Management LLC. She gathers data on insurance and annuity policies for assessments and audits, and assists with related client needs.

Employment History
Current Registrations
Cassaday & Company, INC.
July 2024 - Present · 1 yr 7 mos
Osaic Wealth, INC.Broker
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Osaic Wealth, INC.
June 2024 - August 2024 · 2 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.