Thomas CahillCRD Number: 3223275
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Thomas Cahill (CRD# 3223275) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 23 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Bank Of America, N.a.||Summit, NJ||May 2016 - Current||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Summit, NJ||Apr 2016 - Current||7|
|Wells Fargo Advisors LLC||Short Hills, NJ||Apr 2016 - Apr 2016||< 1|
|Bank Of America, N.a.||Summit, NJ||Dec 2009 - Apr 2016||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Summit, NJ||Jul 2003 - Apr 2016||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1999|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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