William J. Mccahill

Some features on this profile are disabled

CRD#: 2292566

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William John Mccahill was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1992. William had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 13, 2012 - January 16, 2020

TILSON FINANCIAL GROUP INC

RIA

CRD#: 110890

NEW PROVIDENCE, NJ

Past

June 1, 2012 - December 4, 2019

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

NEW PROVIDENCE, NJ

Past

August 15, 2005 - June 15, 2012

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

WATCHUNG, NJ

Past

August 15, 2005 - June 15, 2012

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

WATCHUNG, NJ

Past

March 2, 2004 - August 25, 2005

TILSON FINANCIAL GROUP INC

RIA

CRD#: 110890

WATCHUNG, NJ

Past

August 1, 2003 - August 15, 2005

WALNUT STREET SECURITIES, INC.

RIA

CRD#: 15840

WATCHUNG, NJ

Past

August 1, 2003 - August 15, 2005

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

September 12, 2000 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

RIA

CRD#: 8503

WATCHUNG, NJ

Past

November 16, 1995 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

February 18, 1994 - November 15, 1995

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

LARGO, FL

Past

November 12, 1992 - January 26, 1994

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

November 12, 1992 - January 26, 1994

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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".

TILSON FINANCIAL GROUP INC

CRD#: 110890 / SEC#: 801-64633

RIA

Registered Investment Advisory firm - (8/26/2005 Approved)

North Carolina

Registered Investment Advisory firm - (12/11/2009 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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/20/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/13/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/16/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/7/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TILSON FINANCIAL GROUP INC

CRD#: 110890 / SEC#: 801-64633

RIA

Registered Investment Advisory firm - (8/26/2005 Approved)

North Carolina

Registered Investment Advisory firm - (12/11/2009 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

98 Floral Avenue Suite 103, New Providence, NJ 07974

Mailing Address

Phone number

(908) 561-6203

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	1,698
AUM (Assets Under Management)	$ 640,222,338

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

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William J. Mccahill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

TILSON FINANCIAL GROUP INC

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

MARINER FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

TILSON FINANCIAL GROUP INC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/1999

Series 63

Date: 11/13/1992

SIE

Date: 10/1/2018

Series 7

Date: 8/16/1995

Series 6

Date: 11/7/1992

Current Firm

TILSON FINANCIAL GROUP INC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TILSON FINANCIAL GROUP INC

TRUST BUT VERIFY

Similar Advisors