Carson Dean Filion
Investment adviser representative at Cassaday & Company, Inc.
9 yearsExperience
1 stateRegistered in
$7.1BFirm assets
4 yearsFirm in business
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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
9 years in the industry.
- Cassaday & Company, Inc.Oct 2025 to now
- OsaicMay 2025 to now
- UnemployedMay 2024 to May 2025
- New York Life InvestmentsJun 2023 to Aug 2023
- Hightower Financial PrinciplesMay 2022 to Aug 2022
- Florida State UniversityAug 2020 to May 2024
- Montville Family PracticeJul 2018 to May 2022
- James Caldwell High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7534703
- Firm CRD
- 317672