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Philip Jude Sapienza

Cassaday & Company, Inc.

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About Philip Jude Sapienza

Philip Sapienza is a Registered Representative associated with Cassaday & Company, Inc. and has been in the industry since July 2024. Philip specializes in Retirement Plans, Financial Planning, and Insurance Services. Philip has held previous positions with Mercer Oaks Golf Course, Markel, University of Richmond, and CoStar Group. Philip holds a Series 66 license.

Firm Information

Philip Sapienza 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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Philip Sapienza’s Registration & Firm History

VA

12/09/2024 - Present

Cassaday & Company, Inc. (MCLEAN VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Jude Sapienza.
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