Steven Evans Ulrich
Investment adviser representative at Cassaday & Company, Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Cassaday & Company, Inc.Jan 2022 to now
- Cassaday & Co Wealth Management, LLCJan 2022 to now
- Osaic Wealth, Inc.Jul 2018 to now
- Cassaday & Company, Inc.Aug 2017 to Dec 2021
- NrecaJan 2014 to Aug 2017
- Re Advisers CorporationJan 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 5982208
- Firm CRD
- 317672