Ryan A. Branch

CASSADAY & COMPANY

Mclean, VA 22102

Some features on this profile are disabled

CRD#: 7761732

Professional summary

Ryan Andrew Branch is a registered financial advisor currently at CASSADAY & COMPANY, INC. located in Mclean, Virginia and OSAIC WEALTH, INC. located in Mclean, Virginia.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Ryan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

CASSADAY AND COMPANY WEALTH MANGEMENT, LLC POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/05/2025 ADDRESS: 8180 Greensboro Drive Suite 1180, McLean VA 22102, United States DESCRIPTION: I'm a paraplanner who provides analyses on a wide range of financial planning subjects, including projected retirement cash flow, employee benefits, tax planning, and estate planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Andrew Branch'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

March 25, 2025 - Present

CASSADAY & COMPANY, INC.

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

RIA

CRD#: 317672

Mclean, VA

Current

March 20, 2025 - Present

OSAIC WEALTH, INC.

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

RIA

CRD#: 23131

Mclean, VA

Past

October 9, 2024 - March 31, 2025

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

WASHINGTON, DC

Past

August 30, 2024 - March 31, 2025

GOLDMAN SACHS & CO. LLC

CRD#: 361

WASHINGTON, DC

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.

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

Virginia
(3/20/2025)

IAR

Virginia
(3/25/2025)

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

IAR

Series 66

Date: 9/13/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/30/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/16/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

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)

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

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 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	3,155
AUM (Assets Under Management)	$ 5,982,798,469

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

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan A. Branch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Andrew Branch's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

GOLDMAN SACHS WEALTH SERVICES, L.P.

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

CASSADAY & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/13/2024

Series 7TO

Date: 8/30/2024

SIE

Date: 8/16/2024

FINRA

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

Similar Advisors