Steve Cassaday

Chief Executive Officer at

Cassaday & Co. Wealth Management LLC

Finance

Consumer Services

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 Provides investment advice	Chief Executive Officer	01/01/2022

All active positions of Steve Cassaday

Former positions of Steve Cassaday

Companies	Position	End
Cassaday & Co., Inc. Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process.	Chief Executive Officer	01/12/2021
Prudential Securities Prudential Securities Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	30/09/1993
PaineWebber, Inc. PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services	Corporate Officer/Principal	30/09/1988
E.F. Hutton & Co., Inc. E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services	Corporate Officer/Principal	30/03/1984
Johnston, Lemon & Co., Inc. Johnston, Lemon & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Corporate Officer/Principal	28/02/1980

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Linked companies

Private companies	7
Prudential Securities Prudential Securities Investment Banks/BrokersFinance Provides brokerage services	Finance
Johnston, Lemon & Co., Inc. Johnston, Lemon & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
PaineWebber, Inc. PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services	Finance
Cassaday & Co., Inc. Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process.	Finance
Radford University Radford University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
E.F. Hutton & Co., Inc. E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services	Finance
Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC Investment ManagersFinance Provides investment advice	Finance