8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Nicholas is a statutory agent for Royal Alliance and a partner at Cassaday & Co Wealth Management, LLC, where he works full-time as a financial planner. He also works as an insurance agent for BSI, Inc. and Jurs Montgomery Brokerage, and volunteers as treasurer for Belle Haven Citizens Association and with the Jefferson Scholars Foundation.