Brendan P. Cahill
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
RAMSEY, NJ
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CRD#: 4877470
Professional summary
Brendan Paul Cahill, CFP®, who also goes by Brendan Paul Cahill, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ramsey, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Wayne, New Jersey.
Brendan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Brendan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Vice President, Wealth Planner, I partner with my clients to construct a plan and then build an ongoing relationship to to ensure it aligns with their needs. Along the way, I work with a series of specialists within the company; from our local Estate Planning Specialist to my in-house Planning Consultant, my wealth planning team is available to assist us in every step of your journey through retirement.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Brendan Paul Cahill
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.
OBA-114665|OrgNmn:oordinated Assistance Network, Foundation for Financi|Org Addr:Clearwater,Florida,US|OBA Nature:Pro-bono financial planning fo|Invst Rel:Y|Title:Pro bono financial planner|Duties:None|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Brendan Paul 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: 2013
Education
Brandeis University
Master of Finance - Asset Management and Corporate Finance
2014
University of Massachusetts, Amherst
Bachelor of Arts (BA) - Business Studies, Cum Laude
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936RIA
CRD#: 104555
RAMSEY, NJ
Current
June 13, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936BD
CRD#: 7784
Wayne, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WAYNE, NJ
Past
August 4, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PARAMUS, NJ
Past
February 27, 2008 - May 12, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
NORTH ANDOVER, MA
Past
May 18, 2006 - January 14, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SAN DIEGO, CA
Past
May 18, 2006 - January 14, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
SAN DIEGO, CA
Past
March 1, 2005 - May 4, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SAN DIEGO, CA
Past
January 25, 2005 - May 4, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 25, 2005 - May 4, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
SAN DIEGO, CA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.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
Arizona(10/8/2021)
RR
California(1/4/2019)
RR
Colorado(10/8/2021)
RR
Connecticut(4/5/2024)
RR
Delaware(1/6/2017)
RR
District of Columbia(5/25/2022)
RR
Florida(6/13/2014)
RR
Maine(10/8/2021)
RR
Maryland(5/6/2022)
RR
Massachusetts(8/9/2017)
RR
New Jersey(6/13/2014)
IAR
New Jersey(3/31/2025)
RR
New York(6/13/2014)
RR
North Carolina(4/23/2020)
RR
Pennsylvania(6/13/2014)
RR
Rhode Island(3/25/2023)
RR
South Carolina(3/4/2022)
RR
Utah(10/8/2021)
RR
Virginia(10/8/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Ramsey, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
