Alexander Antonio Fuentes
Investment adviser representative at Cassaday & Company, Inc.
18 yearsExperience
1 stateRegistered in
$7.1BFirm assets
4 yearsFirm in business
Are you Alexander Antonio Fuentes? Claim your profile
Contact this firm
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
18 years in the industry.
- Osaic Wealth, Inc.Sep 2025 to now
- Cassaday & Company, Inc.Jul 2025 to now
- Black Sheep RestaurantJun 2023 to Jan 2024
- Chesapeake Sprinkler CompanyMay 2022 to Jan 2023
- Virginia TechAug 2021 to May 2025
- Prince William Public School SystemAug 2008 to May 2021
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
- 8125837
- Firm CRD
- 317672