UBS Financial Services
47yrs
Top advisor by experience in Virginia
1yr
Troy Chaplin
Financial advisor at Cassaday & Company
Troy Chaplin is a fiduciary financial advisor in McLean, Virginia, with 1 year in the industry. Troy joined Cassaday & Company in 2026, after less than a year at Cetera Investment Advisers. Cassaday & Company offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and hourly fees.
One of 671 advisors with offices in McLean, and one of 611 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office8180 Greensboro Drive Suite 1180, McLean, VA 22102
How the firm is paid ?Percent of assets, Hourly, Other
Typical client at the firm ?$2.23 million
Advisors at the firm47
States licensed ?1 state
Services through Cassaday & Company
Financial planningInvestment management for individuals and small businessesRetirement plan consultingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowCassaday & Company, Inc.Current firm
- Oct 2025 – Dec 2025Cetera Investment Advisers LLCPreviously
Contact Troy
(703) 506-8200Cassaday & Company main office 8180 Greensboro Drive Suite 1180McLean, VA 22102Office · Get directions X (Twitter) pageCassaday & Company
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Questions to ask Troy
Tailored to Troy’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Troy
How do I contact Troy?
Call Cassaday & Company at (703) 506-8200 and ask for Troy Chaplin. Troy works from the McLean, VA office.
How long has Troy been a financial advisor?
Troy has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Troy hold?
Series 66. Tap any license on this page to see what it allows.
Is Troy a fiduciary?
Troy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Troy paid?
Cassaday & Company reports being paid by a percentage of the assets they manage, hourly fees, other fees. Ask Troy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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