What We Do


Stephan Cassaday, has been advising investors professionally since November of 1977. Before founding Cassaday & Company Inc., in 1993, he held senior and/or management positions with several major New York Stock Exchange member firms. Mr. Cassaday is affiliated as a registered representative with Royal Alliance Associates, Inc., one of the largest independent broker dealer firms in the country. He sits on the high technology advisory panel and the prestigious Royal Court.

A recognized authority and sought after speaker, Mr. Cassaday has given hundreds of public presentations on investments, financial planning, portfolio management, personal development and productivity. He regularly addresses others in the industry, as well as speaking before corporate gatherings, associations, community groups and public seminars. Steve has also been a featured speaker at major meetings of the Department of Defense, Defense Logistics Agency, Library of Congress, American Association of Individual Investors, AARP, The NFL Players Association, The International Association for Financial Planning and the Financial Planning Association.

He has been featured in numerous nationally distributed publications including USA Today, The Washington Post, The Washington Times, Mutual Funds Magazine, Ticker, Dow Jones Investment Advisor, Research, The Washington Business Journal, American Banker, The Bond Buyer, Registered Representative, Financial Advisor, Investment Advisor and Self Magazine. For a five year period, he served as host of the popular radio call-in show, "Money Talk", every Monday at 12:00 on WBZS Business Radio in Washington, D.C. Additionally, Steve has appeared on national TV on CBS Evening News with Dan Rather, It's Your Business, Nation's Business Today, Fox News Network's "Fox on Money", The Nightly Business Report and Voice of America.

Mr. Cassaday is a Certified Funds Specialist (CFS) and CERTIFIED FINANCIAL PLANNER™ Certificant who serves on the Board of Directors of the Financial Planning Association of the National Capital Area, having recently completed a term as President of that organization.

Advisory and Financial Planning Services offered through Cassaday & Co., Inc. a registered investment advisor. Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

The Royal Alliance Royal Court consists of those representatives that are either:

  • Top 25 in Individual Revenue
  • Top 25 Managing Executives
  • Top 25 Assets Under Management.

Mr. Cassaday makes it on all three counts.