Christopher A. Krell
CASSADAY & COMPANY
Mclean, VA 22102
Some features on this profile are disabled
CRD#: 3035634
Professional summary
Christopher Anthony Krell, CFP® is a registered financial advisor currently at CASSADAY & COMPANY, INC. located in Mclean, Virginia and OSAIC WEALTH, INC. located in Mclean, Virginia.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Christopher has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. CASSADAY & COMPANY, INC., INVESTMENT RELATED, 8180 GREENSBORO DRIVE SUITE 1180 MCLEAN VA 22102, POSITION: SR VP, 01/01/2000, 200 HOURS/MONTH, 200 HOURS DURING SECURITIES TRADING, DUTIES: MANAGE DIVERSIFIED PORTFOLIOS AND PROVIDE FINANCIAL PLANNING ADVICE. 2. BSI INC POSITION: INSURANCE AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: 19785 CRYSTAL RICK DR SUITE 211, GERMANTOWN MD 20874 DESCRIPTION: LTC INSURANCE PROVIDE 3. JURS MONTGOMERY BROKERAGE POSITION: INSURANCE AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: 121 SULLY'S TRAIL, SUITE 4, PITTSFORD NY 14534 DESCRIPTION: VARIOUS INSURANCE POLICIES AND FIXED ANNUITIES 4. CASSADAY AND CO DAF POSITION: Baord NATURE: the company has a Donor Advised Fund and I am on the Board, we decide how much were are giving and to what organizaations each year INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2015; ADDRESS: 8180 Greensboro Dr, Suite 1180, McLean VA 22102, United States DESCRIPTION: the Board picks out charities and then we decide how much we will give then annually from the DAF 5. CASSADAY & CO WEALTH MANAGEMENT, INC. POSITION: Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: I am an owner in the firm helping run the business as well as an active financial advisor. 6. PLCS DEVELOPMENT LLC POSITION: Partner of LLC NATURE: We bought a lot and built a single family home on it. We thought about owning it ourselves but are receiving a lot of attention to potentially sell it. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 11 Spruce Way, Medfield MA 02052, United States DESCRIPTION: Provide capital for purchase of land and home build. we may receive offers to sell it and thus I want to disclose this potential activity before the sale.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Anthony Krell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
January 5, 2022 - Present
CASSADAY & COMPANY, INC.
Office #1: 8180 Greensboro Drive Suite 1180, Mclean, VA 22102RIA
CRD#: 317672
Mclean, VA
Current
November 17, 1998 - Present
OSAIC WEALTH, INC.
Office #1: 8180 Greensboro Dr. Suite 1180, Mclean, VA 22102RIA
BD
CRD#: 23131
Mclean, VA
Past
April 20, 1999 - January 4, 2022
CASSADAY & CO INC
RIA
CRD#: 106566
MCLEAN, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
C&
CASSADAY & COMPANY, INC.
CASSADAY & CO WEALTH MANAGEMENT LLC | CASSADAY & COMPANY, INC.
CRD#: 317672 / SEC#: 801-122868
RIA
Registered Investment Advisory firm - (12/16/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/14/2021)
RR
Alaska(11/30/2017)
RR
Arizona(3/12/2009)
RR
California(6/14/2004)
RR
Colorado(3/21/2003)
RR
Connecticut(7/9/2001)
RR
Delaware(10/17/2008)
RR
District of Columbia(8/25/2000)
RR
Florida(1/30/2003)
RR
Georgia(9/30/2005)
RR
Illinois(6/26/2014)
RR
Indiana(10/15/2015)
RR
Kentucky(6/14/2004)
RR
Louisiana(1/3/2022)
RR
Maine(9/11/2013)
RR
Maryland(2/4/2000)
RR
Massachusetts(6/26/2003)
RR
Michigan(7/5/2007)
RR
Minnesota(6/26/2014)
RR
Missouri(11/17/2015)
RR
Montana(6/30/2014)
RR
Nevada(11/13/2020)
RR
New Hampshire(11/10/2020)
RR
New Jersey(11/19/2013)
RR
New Mexico(4/21/2006)
RR
New York(1/24/2005)
RR
North Carolina(6/19/2000)
RR
Ohio(7/10/2001)
RR
Oregon(3/15/2002)
RR
Pennsylvania(4/2/2013)
RR
South Carolina(12/21/2012)
RR
South Dakota(9/16/2020)
RR
Tennessee(5/5/2023)
RR
Texas(9/1/2005)
IAR
Texas(1/5/2022)
RR
Utah(12/14/2005)
RR
Virginia(11/18/1998)
IAR
Virginia(1/5/2022)
RR
Washington(12/21/2005)
RR
West Virginia(6/26/2006)
RR
Wisconsin(8/31/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
C&
CASSADAY & COMPANY, INC.
CASSADAY & CO WEALTH MANAGEMENT LLC | CASSADAY & COMPANY, INC.
CRD#: 317672 / SEC#: 801-122868
RIA
Registered Investment Advisory firm - (12/16/2021 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
8180 Greensboro Drive Suite 1180, Mclean, VA 22102
Mailing Address
Phone number
(703) 506-8200
Established
Firm type
Fiscal year end
# of Employees
84
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,155 |
| AUM (Assets Under Management) | $ 5,982,798,469 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
