Peter P. Cahill

TRUST ADVISORY GROUP LTD

Orange, CT

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CRD#: 2891582

Professional summary

Peter Patrick Cahill is a registered financial advisor currently at TRUST ADVISORY GROUP LTD located in Orange, Connecticut and STONEX SECURITIES INC. located in Orange, Connecticut.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Peter has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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) Cahill Dean Road LLC - 23 Alta Road, Sudbury, Mass. 01776 Nature of Business: Real Estate- Family Investment Related: Yes Business Position: LLC Manager Business Duties: LLC Manager Business Start Date: 09/03/2011 Approximately 1 hour spent on this OBA monthly, with zero during market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Patrick Cahill'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

June 1, 2012 - Present

TRUST ADVISORY GROUP LTD

RIA

CRD#: 106926

Orange, CT

Current

October 9, 2024 - Present

STONEX SECURITIES INC.

CRD#: 18456

ORANGE, CT

Past

June 1, 2012 - September 23, 2024

AGES FINANCIAL SERVICES, LTD.

CRD#: 15427

Orange, CT

Past

April 12, 2010 - May 30, 2012

CETERA WEALTH SERVICES, LLC

CRD#: 13572

STAMFORD, CT

Past

October 22, 2009 - May 2, 2012

AMERICAN PLANNING GROUP INC

RIA

CRD#: 109332

STAMFORD, CT

Past

April 7, 2005 - July 21, 2008

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

FAIRFIELD, CT

Past

April 7, 2005 - July 21, 2008

CHARLES SCHWAB & CO., INC.

CRD#: 5393

FAIRFIELD, CT

Past

January 28, 2004 - September 24, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

MONROE, CT

Past

January 20, 2004 - September 24, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

April 12, 2002 - January 26, 2004

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

GREENWICH, CT

Past

April 12, 2002 - January 26, 2004

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

November 6, 1997 - March 16, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 11, 1997 - September 2, 1997

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

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".

TRUST ADVISORY GROUP LTD

CRD#: 106926 / SEC#: 801-46919

RIA

Registered Investment Advisory firm - (7/25/1994 Approved)

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

IAR

Connecticut
(6/1/2012)

Connecticut
(10/9/2024)

Massachusetts
(10/9/2024)

South Carolina
(10/9/2024)

Texas
(10/9/2024)

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

IAR

Series 65

Date: 12/10/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/1/1997

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: 11/5/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/10/1997

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

TRUST ADVISORY GROUP LTD

CRD#: 106926 / SEC#: 801-46919

RIA

Registered Investment Advisory firm - (7/25/1994 Approved)

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Contact information

Main Address

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243

Mailing Address

Phone number

(800) 292-2411

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAG ADV2A 072825 (7/29/2025)

Regulatory assets under management

Total Number of Accounts	1,720
AUM (Assets Under Management)	$ 494,407,359

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.

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Firm Stability Insights

Peter P. Cahill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Patrick Cahill's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEX SECURITIES INC.

AGES FINANCIAL SERVICES, LTD.

CETERA WEALTH SERVICES, LLC

AMERICAN PLANNING GROUP INC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

TRUST ADVISORY GROUP LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/1997

Series 63

Date: 8/1/1997

SIE

Date: 10/1/2018

Series 7

Date: 11/5/1997

Series 6

Date: 7/10/1997

FINRA

Current Firm

TRUST ADVISORY GROUP LTD

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUST ADVISORY GROUP LTD

TRUST BUT VERIFY

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