Gregory S. Cahill

VALMARK ADVISERS

Orlando, FL 32801

Some features on this profile are disabled

CRD#: 1185607

Professional summary

Gregory Scott Cahill Sr., who also goes by Gregory Scott Cahill Sr, Gregory Scott Cahill, Scott Cahill, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Orlando, Florida and VALMARK SECURITIES, INC. located in Orlando, Florida.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Gregory has worked at 12 firms and has passed the Series 63, SIE, Series 6, Series 22, Series 39 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory Scott Cahill Sr | Gregory Scott Cahill | Scott Cahill

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. LUIS PALAU ASSOCIATION, BEAVERTON, OR | HOURS PER MONTH: 5 | NATURE OF BUSINESS: GLOBAL EVANGELISM | START DATE: 1970 | POSTION-CHAIRMAN OF THE BOARD; | NO CLIENT INVOLVEMENT | DUTIES-CHAIRMEN OF THE BOARD, AMBASSADOR, COMPENSATION COMMITTEE; COMPENSATION-NONE/// 2. Cahill2, Inc. dba FinSec Life ; start 01/2024; Orlando, FL; owner and sr. Advisor; Life insurance consulting, plan design, sales and service.; investment related; 40 + hours/ month; salary and S dividends./// 3. InDev 2, LLC; 801 N. Orange Ave,, Suite 820, Orlando, FL 32801; Acquire buildable residential real estate; managing member; review financials; YES Investment Related; Start Date 4/29/24; I fund the company along with one of my brothers who is a residential contractor; Approximately 1-5 hrs. per month; WE buy residential lots, brother builds and we share profits. there is no other compensation. My time involvement is less than 1 hour per month./// 4. SnowPiper, LLC; 910 S. Trotters Dr. Maitland, FL 32751; Multi member LLC to hold certain assets owned by my wife and me. Our revocable living trusts are the the only two members of this LLC.; managing member; manage the assets inside the LLC; YES investment related; start date: July 10, 2025; My wife and i own these assets; 1-5 hours per month; organization is a client, These are family assets that we want to protect from potential legal liabilities.; NO conflict of interest; Investment earnings, if any, will be retained in the entity.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Scott Cahill Sr.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 9, 2023 - Present

VALMARK ADVISERS, INC.

Office #1: 801 N. Orange Ave. Suite 820, Orlando, FL 32801

RIA

CRD#: 108050

Orlando, FL

Current

February 22, 2023 - Present

VALMARK SECURITIES, INC.

Office #1: 801 N. Orange, Suite 820, Orlando, FL 32801

CRD#: 31243

Orlando, FL

Past

August 21, 2019 - March 2, 2021

CAPACUITY LLC

RIA

CRD#: 297679

Maitland, FL

Past

May 21, 2019 - February 22, 2023

LION STREET ADVISORS, LLC

RIA

CRD#: 167610

Orlando, FL

Past

May 13, 2019 - February 22, 2023

LION STREET FINANCIAL, LLC

CRD#: 165828

ORLANDO, FL

Past

April 16, 2014 - May 14, 2019

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

ORLANDO, FL

Past

March 13, 2014 - May 14, 2019

VALMARK SECURITIES, INC.

CRD#: 31243

ORLANDO, FL

Past

November 2, 2005 - March 24, 2014

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

ORLANDO, FL

Past

November 1, 2005 - March 24, 2014

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

ORLANDO, FL

Past

February 20, 2003 - August 31, 2007

CLARK SECURITIES, INC.

CRD#: 43803

GREENSBORO, NC

Past

March 23, 1994 - October 29, 1999

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

September 1, 1993 - November 1, 2005

WALNUT STREET ADVISERS INC

RIA

CRD#: 109903

ORLANDO, FL

Past

September 17, 1988 - November 1, 2005

WALNUT STREET SECURITIES, INC.

CRD#: 15840

ORLANDO, FL

Past

November 7, 1984 - August 31, 1988

FLORIDA SUN SECURITIES, INC.

CRD#: 15285

Past

September 14, 1983 - March 22, 1984

CARDELL & ASSOCIATES, INCORPORATED

CRD#: 7700

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(2/22/2023)

Colorado
(2/22/2023)

Delaware
(2/22/2023)

Florida
(2/23/2023)

IAR

Florida
(3/9/2023)

Georgia
(2/22/2023)

Texas
(2/22/2023)

IAR

Texas
(9/21/2023)

Virginia
(2/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 5/3/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/20/1986

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 5/23/1983

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 39

Date: 9/22/1987

Direct Participation Programs Principal Examination

Principal/Supervisory Exam

Series 26

Date: 6/9/1987

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Mailing Address

Phone number

(800) 765-5201

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	19,096
AUM (Assets Under Management)	$ 8,379,181,235

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Alicia Larson

OSAIC WEALTH, INC.

IAR

Berkley, MA

Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brea, CA

Daniel Torres

NYLIFE SECURITIES LLC

BRENTWOOD, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory S. Cahill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Scott Cahill Sr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

CAPACUITY LLC

LION STREET ADVISORS, LLC

LION STREET FINANCIAL, LLC

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

CLARK SECURITIES, INC.

MUTUAL SERVICE CORPORATION

WALNUT STREET ADVISERS INC

WALNUT STREET SECURITIES, INC.

FLORIDA SUN SECURITIES, INC.

CARDELL & ASSOCIATES, INCORPORATED

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/3/1993

SIE

Date: 10/1/2018

Series 6

Date: 1/20/1986

Series 22

Date: 5/23/1983

Series 39

Date: 9/22/1987

Series 26

Date: 6/9/1987

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

Similar Advisors