CB
Carmen I. Bississo
CASSADAY & COMPANY
Mclean, VA 22102
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CRD#: 4683854
CB
Professional summary
Carmen Ioana Bississo, AIF®, CIMA®, who also goes by Carmen Ioana Ghita, is a registered financial advisor currently at CASSADAY & COMPANY, INC. located in Mclean, Virginia and OSAIC WEALTH, INC. located in Mclean, Virginia.
Carmen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Carmen has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Carmen Ioana Ghita
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. JURS MONTGOMERY BROKERAGE POSITION: AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 6 START DATE: 01/01/2014 ADDRESS: 121 SULLY'S TRAIL, SUITE 4, PITTSFORD NY 14534 DESCRIPTION: HELP CLIENTS WITH THE PURCHASE OF LIFE, LONG TERM CARE, DISABILITY INSURANCE OR FIXED ANNUITIES THAT DO NOT GO THROUGH ROYAL ALLIANCE. 2. BSI, INC POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2014 ADDRESS: 19785 Crystal Rock Dr., Suite 211, Germantown MD 20874, United States DESCRIPTION: Help clients with the purchase of LTC insurance on a as needed basis as part of our insurance audit process. 3. CARMEN BISSISSO POSITION: Co-Owner NATURE: This is a studio my husband and I own which we are currently leasing. INVESTMENT RELATED: NO NUMBER OF HOURS 0 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2019 ADDRESS: 4242 EAST WEST HWY APT 1003 BETHESDA MARYLAND 20815 United States DECRIPTION: OTHER 4. CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Director of Advanced Strategies NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Dr, Suite 1180, McLean VA 22182, United States DESCRIPTION: assist clients with their insurance and annuity needs. 5. BISISO LLC POSITION: Joint member in LLC NATURE: LLC - My husband and I own this with 50% share. The purpose of creating this is to purchase a commercial property that we plan to collect rent from at some point in the future once renovations are completed and we get tenants. The property is located at 2800 Huntingdon Ave Baltimore, MD 21211. Closing date is on March 7 2025 My husband created this LLC in 2020, but he was the only member. I was added on 2/26/2025. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2025 ADDRESS: 10422 Willow Crest Ct, Vienna VA 22182, United States DESCRIPTION: My husband handles the property management, renovations, finding tenants etc. I do not have any responsibilities. 6. BISISO LLC POSITION: Joint member in LLC NATURE: LLC - My husband and I own this with 50% share. The purpose of creating this is to purchase a commercial property that we plan to collect rent from at some point in the future once renovations are completed and we get tenants. The property is located at 2800 Huntingdon Ave Baltimore, MD 21211. Closing date is on March 7 2025 My husband created this LLC in 2020, but he was the only member. I was added on 2/26/2025. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2025 ADDRESS: 10422 Willow Crest Ct, Vienna VA 22182, United States DESCRIPTION: My husband handles the property management, renovations, finding tenants etc. I do not have any responsibilities.
CRS (Client Relationship Summary) - RIA
Click below to view Carmen Ioana Bississo'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®
Experience
Current
May 16, 2024 - Present
CASSADAY & COMPANY, INC.
Office #1: 8180 Greensboro Drive Suite 1180, Mclean, VA 22102RIA
CRD#: 317672
Mclean, VA
Current
April 2, 2008 - Present
OSAIC WEALTH, INC.
Office #1: 8180 Greensboro Dr. Suite 1180, Mclean, VA 22102RIA
BD
CRD#: 23131
Mclean, VA
Past
February 7, 2004 - March 4, 2008
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
BETHESDA, MD
Past
September 12, 2003 - March 4, 2008
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
BETHESDA, MD
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
California(8/14/2024)
RR
Virginia(4/2/2008)
IAR
Virginia(5/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
