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Linda Ann Stewart

Cassaday & Company, Inc.

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About Linda Ann Stewart

Linda Stewart is a financial advisor with over 30 years of experience in the industry. She has a broad range of experience, holding licenses in both Broker-Dealer and Investment Advisor capacities. Linda is currently registered with Cassaday & Company, Inc. where she has been employed since 2022. Prior to this, she was employed by Financial Northeastern Securities, Inc. and OSAIC WEALTH, INC. Linda Stewart provides financial advice to individuals, businesses, and charitable organizations. Her services include financial planning, portfolio management, and insurance solutions. She holds a series of industry credentials, including Series 7, Series 24, Series 51, Series 63, Series 66, and Series 72. Linda is passionate about helping her clients achieve their financial goals.

Firm Information

Linda Stewart is currently registered with Cassaday & Company, Inc.. Cassaday & Company, Inc. is a registered investment advisor with over $4.9 billion in assets under management. Located in McLean, VA, the firm provides a variety of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses. They serve a diverse client base including high-net-worth individuals, charitable organizations, corporations, and pension plans. Cassaday & Company is a member of Focus Financial Partners, a leading partnership of independent wealth management firms.
Cassaday & Company, Inc.

8180 GREENSBORO DRIVE

MCLEAN, VA 22102

$4.98B

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with our affiliate, focus risk solutions.

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Linda Stewart’s Registration & Firm History

VA

01/03/2022 - Present

Cassaday & Company, Inc. (MCLEAN VA)

NJ

10/16/1992 - 02/06/1995

FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)

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Licenses & Designations

BOTH

Issued 04/20/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2021

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/19/1993

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Ann Stewart.
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