Owen Stephen Collier
Investment adviser representative at Cassaday & Company, Inc.
11 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
11 years in the industry.
- Cassaday & Company, Inc.Feb 2026 to now
- Osaic Wealth, Inc.Oct 2025 to now
- Cassaday & Co Wealth ManagementJun 2025 to now
- Financial Growth PartnersMay 2024 to Aug 2024
- Teacher Benefit StrategiesMay 2023 to Aug 2023
- Spring House Brewing CompanyMay 2022 to Aug 2023
- Temple UniversityAug 2021 to May 2025
- Brethren VillageMar 2019 to Sep 2020
- Manheim Township High SchoolAug 2017 to May 2021
- Manheim Township Middle SchoolAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7730301
- Firm CRD
- 317672