Joshua J. Cahill

FAMILY PARTNERS CAPITAL

Manchester, MA 01944

Some features on this profile are disabled

CRD#: 4158690

Professional summary

Joshua James Cahill is a registered financial advisor currently at FAMILY PARTNERS CAPITAL, LLC located in Manchester, Massachusetts.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joshua has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua James 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

November 1, 2019 - Present

FAMILY PARTNERS CAPITAL, LLC

Office #1: 118 Pine Street, Manchester, MA 01944

RIA

CRD#: 304176

Manchester, MA

Past

December 3, 2002 - December 17, 2004

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 24, 2000 - December 13, 2001

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

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".

FAMILY PARTNERS CAPITAL, LLC

CRD#: 304176 / SEC#: 801-134442

RIA

Registered Investment Advisory firm - (9/29/2025 Approved)

Florida

Registered Investment Advisory firm - (10/14/2025 Terminated)

Massachusetts

Registered Investment Advisory firm - (10/14/2025 Termination Requested)

New Hampshire

Registered Investment Advisory firm - (10/14/2025 Termination Requested)

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.

Highlighted states indicate IAR registrations

IAR

Florida
(6/25/2025)

IAR

Massachusetts
(11/1/2019)

IAR

New Hampshire
(9/1/2021)

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: 4/27/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/12/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/23/2000

General Securities Representative Examination

Current Firm

FAMILY PARTNERS CAPITAL, LLC

CRD#: 304176 / SEC#: 801-134442

RIA

Registered Investment Advisory firm - (9/29/2025 Approved)

Florida

Registered Investment Advisory firm - (10/14/2025 Terminated)

Massachusetts

Registered Investment Advisory firm - (10/14/2025 Termination Requested)

New Hampshire

Registered Investment Advisory firm - (10/14/2025 Termination Requested)

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

587r Bay Road, Hamilton, MA 01936

Mailing Address

Phone number

(978) 712-2990

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-FAMILY PARTNERS CAPITAL, LLC (8/28/2025)

ADV PART 2B- CAHILL (2/18/2025)

Regulatory assets under management

Total Number of Accounts	192
AUM (Assets Under Management)	$ 102,018,300

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

Daniel Torres

NYLIFE SECURITIES LLC

BRENTWOOD, CA

Kenneth Tucker

LPL FINANCIAL LLC

IAR

Saint Augustine, FL

Raymond Knezek

SEQUENT PLANNING, LLC

IAR

Houston, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joshua J. Cahill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua James Cahill's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAMILY PARTNERS CAPITAL, LLC

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

FAMILY PARTNERS CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2019

Series 63

Date: 7/12/2000

Series 7

Date: 5/23/2000

Current Firm

FAMILY PARTNERS CAPITAL, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FAMILY PARTNERS CAPITAL, LLC

TRUST BUT VERIFY

Similar Advisors