Alexander M. Kuczera

CASSADAY & COMPANY

MCLEAN, VA 22102

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CRD#: 7492638

Professional summary

Alexander Max Kuczera is a registered financial advisor currently at CASSADAY & COMPANY, INC. located in Mclean, Virginia.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Alexander has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Max Kuczera's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 7, 2026 - Present

CASSADAY & COMPANY, INC.

Office #1: 8180 Greensboro Drive Suite 1180, Mclean, VA 22102

RIA

CRD#: 317672

MCLEAN, VA

Past

March 10, 2026 - June 24, 2026

LASALLE ST SECURITIES, L.L.C.

CRD#: 7191

Bethesda, MD

Past

October 14, 2024 - June 23, 2026

THE BALDWIN GROUP WEALTH ADVISORS, LLC

RIA

CRD#: 312284

BETHESDA, MD

Past

March 19, 2024 - October 4, 2024

THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 169727

BETHESDA, MD

Past

August 8, 2023 - February 5, 2026

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

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".

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.

Highlighted states indicate IAR registrations

IAR

Maryland
(7/7/2026)

IAR

Virginia
(7/7/2026)

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

State Security Law Exam

IAR

Series 65

Date: 3/19/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 8/8/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 2/24/2023

Securities Industry Essentials Examination

Current Firm

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)

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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

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CASSADAY AND COMPANY WEALTH MANGEMENT, LLC PART 2A BROCHURE (3/4/2026)

Regulatory assets under management

Total Number of Accounts	3,267
AUM (Assets Under Management)	$ 7,138,784,240

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.

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Advisor Monitoring

Firm Stability Insights

Alexander M. Kuczera

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Max Kuczera's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASALLE ST SECURITIES, L.L.C.

THE BALDWIN GROUP WEALTH ADVISORS, LLC

THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

PURSHE KAPLAN STERLING INVESTMENTS

Primary Firm SEC Registration

CASSADAY & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/19/2024

Series 63

Date: 9/15/2023

Series 6TO

Date: 8/8/2023

SIE

Date: 2/24/2023

Current Firm

CASSADAY & COMPANY, INC.

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CASSADAY & COMPANY, INC.

TRUST BUT VERIFY

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