Victoria Freeman
Professional Summary
Victoria Freeman, who also goes by Tori R Freeman, is a registered financial advisor currently at CASSADAY & COMPANY, INC. located in Mclean, Virginia. Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Victoria has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Victoria Freeman, Tori R Freeman
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CASSADAY & CO WEALTH MANAGEMENT LLC | CASSADAY & COMPANY, INC.
Contact Information
Main Address
8180 Greensboro Drive Suite 1180, Mclean, VA 22102Phone Number
(703) 506-8200# of Employees
97SEC notice filing (39 States and Territories)
Registered to provide investment advisory services in 39 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,267AUM (Assets Under Management)
$7,138,784,240Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CASSADAY & CO WEALTH MANAGEMENT LLC | CASSADAY & COMPANY, INC.
State Registrations and Notice Filings
(5/2/2024)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Victoria Freeman's CRS (Customer Relationship Summary).
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