CH
Christian M. Hansen
CASSADAY & COMPANY
Mclean, VA 22102
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CRD#: 6653602
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Professional summary
Christian Martin Hansen, CFP®, who also goes by Christian Hansen, is a registered financial advisor currently at CASSADAY & COMPANY, INC. located in Mclean, Virginia and OSAIC WEALTH, INC. located in Mclean, Virginia.
Christian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Christian has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christian Hansen
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 AND COMPANY INC. INVESTMENT ADVISOR POSITION: Financial Planning Specialist NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/31/2019 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Support role within the financial planning team. Assist with analysis, report and meeting preparation, etc. Operate in a dedicated capacity in support of 3 Principal Advisors of the firm. 2) SPECIAL OLYMPICS VIRGINIA POSITION: Treasurer NATURE: Board Member of Special Olympics Virginia "Young Professionals Board". Fully charitable organization. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 11350 Random Hills Rd, #C-140, Fairfax VA 22030, United States DESCRIPTION: Treasurer is responsible for providing financial updates at each board meeting. The Treasurer is responsible for maintaining the budget and expenses of the YPB including collection of member dues. 3) CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Financial Planning Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Financial Planning, work in support of Principal advisors of the firm. Help prepare and deliver financial planning analyses, projections, etc. Also work alongside the advisor's in communicating with clients and prospects before, during and after various meetings. 4) BSI, INC. POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 04/10/2024 ADDRESS: 19785 Crystal Rock Dr, Suite 211, Germantown MD 20874, United States DESCRIPTION: Long-term care insurance 5) JURS MONTGOMERY BROKERAGE POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 04/10/2024 ADDRESS: 121 SULLY'S TRAIL, SUITE 4, PITTSFORD NY 14534, United States DESCRIPTION: LIFE, DISABILITY, LONG-TERM CARE INSURANCE AND ANNUITIES
CRS (Client Relationship Summary) - RIA
Click below to view Christian Martin Hansen'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
August 31, 2022 - Present
CASSADAY & COMPANY, INC.
Office #1: 8180 Greensboro Drive Suite 1180, Mclean, VA 22102RIA
CRD#: 317672
Mclean, VA
Current
January 3, 2018 - Present
OSAIC WEALTH, INC.
Office #1: 8180 Greensboro Dr. Suite 1180, Mclean, VA 22102RIA
BD
CRD#: 23131
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
District of Columbia(5/8/2025)
RR
Florida(8/30/2023)
RR
Maryland(9/18/2023)
RR
Virginia(8/12/2022)
IAR
Virginia(8/31/2022)
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
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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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