Philip Jude Sapienza
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.
- Osaic Wealth, IncSep 2024 to now
- Cassaday & Company, Inc.Jul 2024 to now
- Costar GroupJul 2023 to Jun 2024
- Costar GroupJun 2022 to Aug 2022
- MarkelJun 2021 to Aug 2021
- Mercer Oaks Golf CourseJun 2020 to Jul 2021
- University of RichmondAug 2019 to May 2023
- Peddie SchoolJun 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7949179
- Firm CRD
- 317672