LC
Linda A. Cahill
ENZA FINANCIAL
Independence, OH 44131
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CRD#: 2437382
LC
Professional summary
Linda Ann Cahill is a registered financial advisor currently at ENZA FINANCIAL, LLC located in Independence, Ohio and M HOLDINGS SECURITIES, INC. located in Independence, Ohio.
Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Linda has worked at 3 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) Your Partner in HR; 13500 Pearl road, Suite 139-306; Strongsville, OH 44136; Networking Group Member, Professional networking group; Not Investment Related. 4 hours/month; 4 hours/month during business hours; No Compensation. 2) Workchat; 6450 Rockside Woods South, Suite 150, Independence, OH 44131; 08/01/2015; Business Owner; Communications for 401(k) plan participants; Not Investment Related; 5 hours/month; 5 hours/month during business hours; Ownership. 3) LIA Solutions; 6082 Meadow Lake Drive, Medina, OH 44256; 07/01/2018; Sole Owner; Rental property, one house; Not Investment Related; 6 hours/month, 6 hours/month during business hours; Rental Income. 4) Enza Foundation; 6450 Rockside Woods South, Suite 150, Independence, OH 44131; 1/1/18; Founder; Donations to charities of choice; Not Investment Related; 1 hour/month; 0 hours/month during business hours; No Compensation. 5) Woman City Club Investment Group; 6082 Meadowlake, Medina, OH 44256; 04/10/1995; Member; Investment Club; Investment Related; 5 hours/month; 5 hours/month during business hours; Ownership. 6) Enza Financial; 6450 Rockside Woods South, Suite 150, Independence, OH 44131; 08/14/2014; Principal; Management, consulting, marketing, sales; Investment Related; 200 hours/month; 200 hours/month during business hours; Ownership, Expense Reimbursement, Profits, Commissions, Wages/Salary. 7) ENZA FINANCIAL, LLC (INDY RIA); POSITION: Principal NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/11/2022; ADDRESS: 6450 Rockside Woods, Suite 150, Medina OH 44256, United States; DESCRIPTION: Ownership role in firm. Involved in establishing procedures, practices and ensure adequate compliance. Introducing clients/prospects to services 8) ENZA INSURANCE, LLC POSITION: Principal NATURE: All insurance commissionable premiums are paid to this entity including those from our broker dealer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2023; ADDRESS: 6450 Rockside Woods, Suite 150, Independence OH 44256, United States; DESCRIPTION: I am an owner of this business. My primary responsibility to is bring sales into this company. We have other shareholders who run this entity 9) ENZA SERVICE COMPANY, LLC; POSITION: Principal NATURE: See 1.3 above INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2023; ADDRESS: 6450 Rockside Road, Suite 150, Independence OH 44256, United States; DESCRIPTION: I am an owner in this business and our other shareholder will be managing this entity. My role is to review the operations and financials monthly during our executive management team meetings
CRS (Client Relationship Summary) - RIA
Click below to view Linda Ann Cahill's 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®
NoneExperience
Current
November 17, 2021 - Present
ENZA FINANCIAL, LLC
Office #1: 6450 Rockside Woods Blvd S Suite 150, Independence, OH 44131RIA
CRD#: 315827
Independence, OH
Current
May 1, 2001 - Present
M HOLDINGS SECURITIES, INC.
Office #1: 6450 Rockside Woods Blvd. Suite 150, Independence, OH 44131RIA
BD
CRD#: 43285
Independence, OH
Past
June 2, 2003 - December 15, 2022
M HOLDINGS SECURITIES, INC.
RIA
CRD#: 43285
PORTLAND, OR
Past
February 7, 2000 - May 3, 2001
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
January 5, 1994 - December 31, 1999
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, 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".
EF
ENZA FINANCIAL, LLC
ENZA FINANCIAL, LLC
CRD#: 315827 / SEC#: 801-125885
RIA
Registered Investment Advisory firm - (6/16/2022 Approved)Louisiana
Registered Investment Advisory firm - (6/29/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/29/2022 Terminated)Texas
Registered Investment Advisory firm - (6/29/2022 Terminated)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.RR
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
RR
Alabama(1/4/2019)
RR
Alaska(12/11/2023)
RR
California(4/25/2022)
RR
District of Columbia(4/25/2022)
RR
Florida(12/11/2023)
RR
Georgia(12/11/2023)
RR
Illinois(12/11/2023)
RR
Kansas(4/2/2015)
RR
Louisiana(4/25/2022)
RR
Michigan(4/25/2022)
RR
New Jersey(12/11/2023)
RR
Ohio(5/1/2001)
IAR
Ohio(11/17/2021)
RR
Pennsylvania(5/20/2022)
RR
Texas(4/25/2022)
RR
Wisconsin(4/25/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
EF
ENZA FINANCIAL, LLC
ENZA FINANCIAL, LLC
CRD#: 315827 / SEC#: 801-125885
RIA
Registered Investment Advisory firm - (6/16/2022 Approved)Louisiana
Registered Investment Advisory firm - (6/29/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/29/2022 Terminated)Texas
Registered Investment Advisory firm - (6/29/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6450 Rockside Woods Blvd S Suite 150, Independence, OH 44131
Mailing Address
Phone number
(216) 236-0700
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 271 |
| AUM (Assets Under Management) | $ 146,474,385 |
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.
