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Alex Vazquez

CASSADAY & COMPANY
Mclean, VA 22102
Some features on this profile are disabled
CRD#: 7808025
AV

Professional summary

Alex Vazquez is a registered financial advisor currently at CASSADAY & COMPANY, INC. located in Mclean, Virginia.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Alex has worked at 3 firms and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Vazquez'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

April 8, 2026 - Present

CASSADAY & COMPANY, INC.

Office #1: 8180 Greensboro Drive Suite 1180, Mclean, VA 22102
RIA
CRD#: 317672
Mclean, VA
Past

May 16, 2025 - March 31, 2026

CENTURION WEALTH MANAGEMENT

RIA
CRD#: 317929
MCLEAN, VA
Past

January 1, 2025 - February 27, 2025

MARINER WEALTH

RIA
CRD#: 140195
Rosslyn, 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.

Highlighted states indicate IAR registrations

IAR
Virginia
(4/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/27/2024
Uniform Investment Adviser Law Examination

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)
PREMIUM
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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
97

SEC notice filing (39 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,267
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.

Company Information

CASSADAY & COMPANY, INC.

CRD#: 317672Mclean, VA 22102

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