Amy Smith

from Cassaday & Company, Inc.
SEC regulated
Regulated Investment Advisor
Amy Smith is a financial advisor based in Virginia, Mclean, with 29 years of experience. Amy currently works for Cassaday & Company, Inc.. Amy maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Amy Smith works at Cassaday & Company, Inc.
Cassaday & Company, Inc. is a financial advisory firm based in Mclean, Virginia. It currently has approximately $4,033,817,640 of assets under management and employs about 83 people. Cassaday & Company, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and revenue sharing with our affiliate, focus risk solutions..
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
25 years
Fee structure
A percentage of assets under your management, hourly charges and revenue sharing with our affiliate, focus risk solutions.
Office location
8180 Greensboro Drive, Suite 1180, Mclean, Virginia, 22102

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