Kyle Cassaday - cropeed

Kyle Cassaday Associate Vice President

(703) 506-8200

Kyle Cassaday, CMFC®, is an Associate Vice President and has been with the firm since 2013. Kyle works with families, individuals, and business owners to guide them through important life and financial decisions. He provides an empathic approach to planning by listening carefully to investors, engaging them in meaningful conversation, and educating them about their financial situations.

Kyle practices a model of comprehensive integrated wealth management that provides a systematic approach to financial planning. He addresses all of the relevant areas of personal finance including investment management, income and estate tax planning, insurance, wealth accumulation and preservation, charitable giving, and cash flow generation. He works collaboratively with his clients’ CPAs, estate planning attorneys, mortgage brokers, and other professionals to create a comprehensive financial plan.

Kyle is a member of Cassaday & Company, Inc.’s Investment Policy Committee (IPC), which develops the firm’s overall investment policy and security selection. He is responsible for the management and oversight of the firm’s U.S. mid-cap growth investment holdings.

Kyle holds the Series 7 and 66 securities registrations, as well as Life and Health Insurance licenses. He has also earned the Chartered Mutual Fund Counselor (CMFC®) designation through the College for Financial Planning. Additionally, he successfully completed Georgetown University’s Executive Certificate in Financial Planning program.

Kyle is a graduate of Flint Hill School in Oakton, Virginia. He holds a Bachelor of Science in business management from Elon University’s Love School of Business. He currently resides in Arlington, Virginia with his wife, Dayanara, and their dog, Coffee.

Kyle is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Royal Alliance Associates, Inc., one of the largest independent broker-dealer firms in the country; he holds the Series 7 and Series 66 securities registrations.

To learn more about the professional history of our firm, please visit FINRA’s BrokerCheck.