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Christopher Michael Young

Investment adviser representative at Cassaday & Company, Inc.
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$7.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

26 years in the industry.

  1. Cassaday & Company, Inc.Jan 2022 to now
  2. Cassaday & Co Wealth Management, LLCJan 2022 to now
  3. Osaic Wealth, Inc.Jan 2001 to now
  4. Cassaday & Co., Inc./royal AllianceJan 2000 to Dec 2021

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

Cassaday & Company, Inc.

Legal name: Cassaday & Co Wealth Management LLC

$7.1BAssets managed
3,267Clients
47Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4345377
Firm CRD
317672
Advisor's SEC record (opens in a new tab)
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