Joseph CahillCRD Number: 6194459
Current Firm: Morgan Stanley
Joseph Cahill (CRD# 6194459) is an Investment Advisor Representative working at Morgan Stanley in San Francisco, CA and has 1 year of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Morgan Stanley Smith Barney LLC||San Francisco, CA||Jul 2014 - Current||2|
|Morgan Stanley Smith Barney LLC||Menlo Park, CA||Sep 2013 - Jul 2014||< 1|
|Consilium Wealth Management||San Ramon, CA||Aug 2013 - Sep 2013||< 1|
|Unemployed||Hayward, CA||Jun 2013 - Aug 2013||< 1|
|Fisher Investments||Woodside, CA||Apr 2013 - Jun 2013||< 1|
|Unemployed||Hayward, CA||Dec 2012 - Apr 2013||< 1|
|Fresca Medical/cal State Univ San Marcos||San Marcos, CA||Jul 2012 - Dec 2012||< 1|
|Four Seasons Resorts||Carlsbad, CA||Feb 2012 - Jul 2012||< 1|
|The Crossings||Carlsbad, CA||Apr 2011 - Feb 2012||< 1|
|Cal State University San Marcos||San Marcos, CA||Jun 2009 - Apr 2011||1|
|Palomar Junior College||San Marcos, CA||Jul 2007 - Aug 2009||2|
|Stater Bros. Markets||Oceanside, CA||Sep 2008 - Jun 2009||< 1|
|City Of Carlsbad Parks And Rec||Carlsbad, CA||Jun 2007 - Sep 2008||1|
|Carlsbad High School||Carlsbad, CA||Jan 2003 - Jul 2007||4|
|City Of Carlsbad Parks And Rec||Carlsbad, CA||Aug 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.