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Sarah Grace Mouser

Cassaday & Company, Inc.

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About Sarah Grace Mouser

Sarah Grace Mouser is a financial advisor registered with Cassaday & Company, Inc. in McLean, Virginia. Sarah has been in the financial industry since January 2004. Sarah holds a Series 7, Series 65, and Series 66 license. Sarah is also a Certified Financial Planner. Sarah provides financial planning, investment management, and insurance solutions to individuals, businesses, and charitable organizations. Sarah is an active member of the financial community and is dedicated to providing her clients with the highest level of service and expertise.

Firm Information

Sarah Mouser 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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Sarah Mouser’s Registration & Firm History

VA

06/23/2023 - Present

Cassaday & Company, Inc. (MCLEAN VA)

VA

01/30/2004 - 02/28/2011

AMERIPRISE FINANCIAL SERVICES, INC. (GLEN ALLEN VA)

MN

01/30/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/01/2007

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/08/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Grace Mouser.
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