Joseph Cahill, financial advisor San Francisco CA
88 score

Joseph Cahill

CRD 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.

Similar Advisors
Karl Mills, financial advisor San Francisco CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor San Francisco CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Similar Advisors
Jeffrey Powell, financial advisor San Francisco CA
Jeffrey J. Powell
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
Company Name Location Dates Years
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
Contact Info for Joseph N. Cahill
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Joseph Cahill and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.