AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RC

Richard K. Cahill

GOLDMAN SACHS CUSTODY SOLUTIONS
Mclean, VA 22102
Some features on this profile are disabled
CRD#: 4885079
RC

Professional summary


Richard Kenneth Cahill, who also goes by Richard Kenneth Marshall, is a registered financial professional currently at GOLDMAN SACHS CUSTODY SOLUTIONS located in Mclean, Virginia.

Richard is registered as a RR (Registered Representative) and started their career in finance in 2005. Richard has worked at 3 firms and has passed the Series 63, Series 66, Series 57TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Kenneth Marshall

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) - BD


Click below to view Richard Kenneth 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 30, 2017 - Present

GOLDMAN SACHS CUSTODY SOLUTIONS

Office #1: 8180 Greensboro Dr 8th Floor, Mclean, VA 22102Office #2: 8180 Greensboro Dr 8th Floor, Mclean, VA 22102
BD
CRD#: 48015
Mclean, VA
Past

October 7, 2008 - January 18, 2012

GOLDMAN SACHS CUSTODY SOLUTIONS

BD
CRD#: 48015
MCLEAN, VA
Past

April 22, 2006 - July 9, 2008

TD AMERITRADE, INC.

BD
CRD#: 7870
BELLEVUE, NE
Past

June 15, 2005 - April 22, 2006

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
BELLEVUE, NE

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Virginia
(8/9/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 8/9/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/28/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 12/1/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


GS
GOLDMAN SACHS CUSTODY SOLUTIONS
DIRECTINDEXER | VIA FOLIO | GOLDMAN SACHS CUSTODY SOLUTIONS | FOLIO[FN] INVESTMENTS, INC. | FOLIOTRADE BROKERAGE LLC | FOLIOFN INVESTMENTS, INC. | FOLIOFIRST | FOLIO RESEARCH, LLC | FOLIO RESEARCH | FOLIO INVESTMENTS, INC. | FOLIO INVESTING | FOLIO INSTITUTIONAL | FOLIO CLIENT

CRD#: 48015 / SEC#: , 8-52009

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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
8180 Greensboro Dr 8th Floor, Mclean, VA 22102
Mailing Address
8180 Greensboro Dr 8th Floor, Mclean, VA 22102
Phone number
(703) 245-4000
Established
Virginia since 01/10/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FOLIO FINANCIAL, INC. (D/B/A GOLDMAN SACHS CS HOLDINGS)100 % SHAREHOLDER
CHOKSI, ANISH PARENCHIEF COMPLIANCE OFFICER6506840
EISENSTEIN, JEREMY SCHIEF EXECUTIVE OFFICER & PRESIDENT4972748
FYFFE, JAMES COMPEAUCHIEF FINANCIAL OFFICER, FINOP & PFO2619159
GERAGHTY, PETER RICHARDGENERAL COUNSEL4930752
GREEFF, BRIAN MICHAELCOO & POO4273392
SIEGLER, ADAM JAMESMANAGING DIRECTOR5112351

Disclosures


Regulatory Event6
Arbitration1

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


GOLDMAN SACHS CUSTODY SOLUTIONS

CRD#: 48015Mclean, VA 22102

TRUST BUT VERIFY

Monitor Richard Cahill

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
MH
Matthew HalversonAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Washington, DC
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics