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Stuart A. Cahill

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CRD#: 2556996
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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.

Stuart Anthony Cahill was a registered financial professional .

Stuart is a previously registered financial professional and started their career in finance in 1994. Stuart had worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) ALTERRA WEALTH MANAGEMENT: 250 Pierce St, Suite 206, Kingston PA 18704-5149, PARENT COMPANY FOR INVESTMENT & FIXED INSURANCE BUSINESS, OWNER, 10% OF TIME SPENT. Since 05/2006. 3)TAX PREPARATION - 250 Pierce St, Suite 206, Kingston PA 18704-5149, TAX RETURN PREPARATION AND TRANSMITTAL, TAX PREPARER, 5% OF TIME SPENT.

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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

October 16, 2017 - May 25, 2022

LIBERTY ADVISOR MANAGED ASSETS, INC.

RIA
CRD#: 175392
KINGSTON, PA
Past

April 24, 2014 - September 12, 2017

CHANCELLOR FINANCIAL GROUP WB LP

RIA
CRD#: 159563
WILKES-BARRE, PA
Past

April 16, 2013 - April 1, 2014

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
KINGSTON, PA
Past

October 13, 2006 - March 1, 2013

TRIAD ADVISORS LLC

RIA
CRD#: 25803
FORTY FORT, PA
Past

November 15, 2004 - March 1, 2013

TRIAD ADVISORS LLC

BD
CRD#: 25803
FORTY FORT, PA
Past

January 1, 1999 - November 15, 2004

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

January 1, 1999 - November 15, 2004

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

November 17, 1994 - December 16, 1998

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/4/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LA
LIBERTY ADVISOR MANAGED ASSETS, INC.
ALTERRA WEALTH MANAGEMENT | LIBERTY ADVISOR MANAGED ASSETS, INC. | LIBERTY ADVISOR MANAGED ASSETS INC. | LIBERTY ADVISOR MANAGED ASSETS | LASALLE FINANCIAL GROUP, LLC | LAMA

CRD#: 175392 / SEC#:

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Contact information


Main Address
Andover, MN
Mailing Address
Phone number
(866) 688-5262
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts132
AUM (Assets Under Management)$ 15,028,294

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.

Company Information


LIBERTY ADVISOR MANAGED ASSETS, INC.

CRD#: 175392

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