CY
CFP
CY
CFP

Christopher Michael Young

25 Years of Experience
BrokerSells Insurance
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 ActivitiesSells Insurance

Christopher serves on the board of the Cassaday and Company Advised Fund, dedicating minimal time annually to charitable disbursements. He also works full-time as First VP at Cassaday & Company and Principal at Cassaday & Co Wealth Management, LLC, and spends a few hours per week as an agent for BSI, Inc. and Jurs Montgomery Brokerage, selling insurance products and fixed annuities.

Employment History
Current Registrations
Cassaday & Company, INC.
January 2022 - Present · 4 yrs 1 mo
Osaic Wealth, INC.Broker
March 2001 - Present · 24 yrs 11 mos
Previous Registrations
Cassaday & CO INC
April 2000 - January 2022 · 21 yrs 9 mos
State Registrations38 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.