Natasha G. Cashman

CAPITAL ASSETS PLANNING

Arlington, VA

Some features on this profile are disabled

CRD#: 6713971

Professional summary

Natasha Glennie Cashman, CFP®, who also goes by Natasha Sophia Cashman, Natasha G Cashman, Natasha Sophia Glennie, Natasha Glennie, Natasha Sophia Glennie Cashman, Natasha S. Glennie, is a registered financial advisor currently at CAPITAL ASSETS PLANNING INCORPORATED located in Arlington, Virginia and LPL FINANCIAL LLC located in Falls Church, Virginia.

Natasha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Natasha has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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) 05/01/2025 - Capital Assets Planning, Inc. - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:11/04/2019 - 70 Hrs/Mth - 65 Hrs During Trading. 2) 05/07/2025 - Capital Assets Planning, Inc. - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:11/04/2019 - 110 Hrs/Mth - 90 Hrs During Trading.I provide investment advisory services through Capital Assets Planning, Inc., an independent investment advisor firm. I started this business activity in 11/2019. I expect to spend approximately 110 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natasha Glennie Cashman'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

November 22, 2019 - Present

CAPITAL ASSETS PLANNING INCORPORATED

RIA

CRD#: 115565

Arlington, VA

Current

May 1, 2025 - Present

LPL FINANCIAL LLC

RIA

CRD#: 6413

FALLS CHURCH, VA

Past

October 19, 2020 - May 1, 2025

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

Falls Church, VA

Past

November 2, 2016 - November 1, 2019

D'ORAZIO WEALTH ADVISORS

RIA

CRD#: 131976

FALLS CHURCH, VA

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.

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

Alabama
(5/1/2025)

Arkansas
(5/1/2025)

California
(5/1/2025)

Colorado
(5/1/2025)

Delaware
(5/1/2025)

District of Columbia
(5/1/2025)

Florida
(5/2/2025)

Hawaii
(5/1/2025)

Indiana
(5/1/2025)

Kansas
(5/1/2025)

Kentucky
(5/1/2025)

Maine
(5/1/2025)

IAR

Maryland
(11/22/2019)

Maryland
(5/1/2025)

Massachusetts
(5/1/2025)

Minnesota
(5/1/2025)

Nevada
(5/1/2025)

New Mexico
(5/1/2025)

New York
(5/1/2025)

North Carolina
(5/1/2025)

Ohio
(5/1/2025)

Oregon
(5/1/2025)

Pennsylvania
(5/1/2025)

Rhode Island
(11/4/2025)

South Carolina
(5/1/2025)

IAR

Texas
(5/16/2024)

Texas
(5/1/2025)

IAR

Virginia
(11/22/2019)

Virginia
(5/1/2025)

Washington
(5/1/2025)

Wisconsin
(5/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/7/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/2/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/19/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 8/25/2020

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CAPITAL ASSETS PLANNING INCORPORATED

CRD#: 115565 / SEC#:

Maryland

Registered Investment Advisory firm - (11/12/2014 Approved)

Texas

Registered Investment Advisory firm - (5/1/2024 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (7/21/1987 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

Falls Church, VA

Mailing Address

Phone number

(703) 204-9410

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Natasha G. Cashman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natasha Glennie Cashman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL ASSETS PLANNING INCORPORATED

LPL FINANCIAL LLC

GROVE POINT INVESTMENTS, LLC

D'ORAZIO WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 12/7/2020

Series 65

Date: 11/2/2016

SIE

Date: 10/19/2020

Series 7TO

Date: 8/25/2020

FINRA

Current Firm

CAPITAL ASSETS PLANNING INCORPORATED

Contact information

Documents

Red Flags

Company Information

CAPITAL ASSETS PLANNING INCORPORATED

TRUST BUT VERIFY

Similar Advisors