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Richard Cahill

22 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance

Richard Cahill is a registered investment advisor at Cetera Investment Advisers LLC, based in New York, NY, with 22 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

821 Park Avenue Ste 2E, New York, NY, 10021

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History

Regulatory History (1)
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Employment Separation After Allegations
December 2012
Other Business ActivitiesSells Insurance

Richard is the President and Investment Executive of The Cahill Group, providing investment, insurance, and advisory services, dedicating nearly full-time hours. He also works as an agent selling various insurance products, including life, health, annuities, long-term care, and accident insurance, dedicating nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
February 2013 - March 2024 · 11 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - January 2013 · 3 mos
J.P. Morgan Securities LLC
October 2012 - January 2013 · 3 mos
Chase Investment Services CORP.
February 2008 - October 2012 · 4 yrs 8 mos
Chase Investment Services CORP.Broker
February 2008 - October 2012 · 4 yrs 8 mos
Fidelity Brokerage Services LLCBroker
November 2006 - November 2007 · 1 yr
Merrill Lynch Pierce Fenner & Smith INC.
October 2004 - October 2006 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2004 - October 2006 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2002 - April 2003 · 8 mos
State Registrations6 states
CACTFLNJNYVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Richard Cahill - Financial Advisor | TrueAdvisor