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Christopher A. Cahill
TWELVE POINTS WEALTH MANAGEMENT
Concord, MA 01742
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CRD#: 4267594
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Professional summary
Christopher Alan Cahill, CFP® is a registered financial advisor currently at TWELVE POINTS WEALTH MANAGEMENT located in Concord, Massachusetts.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christopher has worked at 4 firms and has passed the Series 66, Series 7 and Series 24 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.
FIXED LIFE, HEALTH, AND DISABILITY INSURANCE BROKERAGE-1/1/09 TO PRESENT-4 TRADING HOURS PER MONTH;OFFERING LIFE SETTLEMENTS-1/1/09 TO PRESENT-1TRADING HOUR PER MONTH.
Board of the Medfield Legacy Fund (a non-profit organization) affiliated with the Medfield Foundation , Service on Board of Directors, 01/17/2018.
MR. CAHILL IS A CO-MANAGER OF CAHILL MEADOWS, LLC, A FAMILY LLC THAT OWNS AND OPERATED REAL ESTATE. HIS DUTIES INCLUDE HANDLING OF THE LEASING AND PROPERTY MANAGEMENT OF THE PROPERTIES. 4 HOURS A MONTH ARE SPENT ON THESE ACTIVITIES OUTSIDE AND DURING TRADING HOURS. HE RECEIVED NO COMPENSATION FOR THIS ACTIVITY.
HANCOCK HILL, LLC; 7 PENOBSCOT STREET, MEDFIELD, MA 02052; INVESTMENT-RELATED; AN LLC THAT OWNS COMMERCIAL REAL PROPERTY PRIMARILY FOR MY MOTHER.; MANAGER, HANDLES LEASING, MANAGEMENT, ETC FOR THIS PROPERTY.; START DATE WITH BUSINESS: 2019-02-05; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 2; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 1; THIS EMPLOYEE ACTIVITY WAS ALLOWED ON 02/12/2019 BY KIMBERLY VAN WINKLE.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Alan 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®
CFP®
Start date: 2005
Experience
Current
January 20, 2016 - Present
TWELVE POINTS WEALTH MANAGEMENT
Office #1: 9 Pond Lane Suite 3a, Concord, MA 01742RIA
CRD#: 171107
Concord, MA
Past
June 23, 2009 - April 8, 2016
SHEPHERD KAPLAN LLC
RIA
CRD#: 128244
BOSTON, MA
Past
May 6, 2002 - June 16, 2009
OSAIC FA, INC.
RIA
CRD#: 3978
BOSTON, MA
Past
October 20, 2000 - June 22, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
October 20, 2000 - June 16, 2009
OSAIC FA, INC.
BD
CRD#: 3978
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".
TP
TWELVE POINTS WEALTH MANAGEMENT
TWELVE POINTS RETIREMENT ADVISORS | TWELVE POINTS WEALTH MANAGEMENT LLC | TWELVE POINTS WEALTH MANAGEMENT
CRD#: 171107 / SEC#: 801-108967
RIA
Registered Investment Advisory firm - (1/23/2017 Approved)Massachusetts
Registered Investment Advisory firm - (1/26/2017 Terminated)New Hampshire
Registered Investment Advisory firm - (2/21/2017 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.Highlighted states indicate IAR registrations
IAR
Massachusetts(1/20/2016)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
TP
TWELVE POINTS WEALTH MANAGEMENT
TWELVE POINTS RETIREMENT ADVISORS | TWELVE POINTS WEALTH MANAGEMENT LLC | TWELVE POINTS WEALTH MANAGEMENT
CRD#: 171107 / SEC#: 801-108967
RIA
Registered Investment Advisory firm - (1/23/2017 Approved)Massachusetts
Registered Investment Advisory firm - (1/26/2017 Terminated)New Hampshire
Registered Investment Advisory firm - (2/21/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9 Pond Lane Suite 3a, Concord, MA 01742
Mailing Address
Phone number
(978) 318-9500
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,586 |
| AUM (Assets Under Management) | $ 1,701,535,494 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/25/2025 | ||
| 09/25/2024 |
Red Flags
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Company Information
TWELVE POINTS WEALTH MANAGEMENT
CRD#: 171107Concord, MA 01742TRUST BUT VERIFY
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