LS
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Linda Ann Stewart

33 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
3,155 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$6,000
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Location

8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Linda is the Chief Compliance Officer for Cassaday and Co Wealth Management LLC since 2022, dedicating about a quarter of her time. She handles all compliance matters for the firm.

Employment History
Current Registrations
Cassaday & Company, INC.
January 2022 - Present · 4 yrs 1 mo
Osaic Wealth, INC.Broker
January 1995 - Present · 31 yrs 1 mo
Previous Registrations
Cassaday & CO INC
May 2017 - January 2022 · 4 yrs 8 mos
Financial Northeastern Securities, INC.Broker
October 1992 - February 1995 · 2 yrs 4 mos
State Registrations50 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.