Thomas Cahill, financial advisor Summit NJ

Thomas Cahill

CRD 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 24 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Bank Of America, N.a. Summit, NJ May 2016 - Current 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit, NJ Apr 2016 - Current 8
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
Contact Info for Thomas F. Cahill
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, 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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