Matthew T. Cahill
STRATEGIC ADVISERS LLC | Financial Consultant
PALM BEACH GARDENS, FL 33410-2709
Some features on this profile are disabled
CRD#: 6591836
Professional summary
Matthew Thomas Cahill, CFA, who also goes by Matthew T Cahill, Matthew Thomas Cahill, Matthew Cahill, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Palm Beach Gardens, Florida and FIDELITY BROKERAGE SERVICES LLC located in Palm Beach Gardens, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Matthew has worked at 5 firms and has passed the Series 63, Series 7TO and SIE exams.
Biography
I partner with my clients to understand where they are today and what they want to achieve in the future. We will use this as our foundation in creating a strategy together to work towards achieving your financial and personal goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew T Cahill | Matthew Thomas Cahill | Matthew 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Thomas 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®
Education
Suffolk Law School
Juris Doctor (JD) - Business Law and Financial Services
2010
Saint Anselm College
Bachelor of Arts (BA) - Politics
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709RIA
CRD#: 104555
PALM BEACH GARDENS, FL
Current
August 28, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3501 Pga Boulevard, Suite 100 Grand Bank Center, Palm Beach Gardens, FL 33410BD
CRD#: 7784
Palm Beach Gardens, FL
Past
September 28, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PALM BEACH GARDENS, FL
Past
August 24, 2017 - September 22, 2020
GRANITE FINANCIAL PARTNERS
RIA
CRD#: 172241
Milford, NH
Past
December 23, 2015 - August 15, 2017
MFA ASSET MANAGEMENT, LLC
RIA
CRD#: 133164
TEWKSBURY, 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".
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
Alabama(8/13/2021)
RR
Arizona(4/14/2022)
RR
California(11/2/2021)
RR
Colorado(6/18/2021)
RR
Connecticut(9/12/2020)
RR
Delaware(6/18/2021)
RR
District of Columbia(12/6/2022)
RR
Florida(8/28/2020)
IAR
Florida(3/31/2025)
RR
Georgia(6/4/2021)
RR
Illinois(6/18/2021)
RR
Indiana(6/21/2022)
RR
Kentucky(1/4/2024)
RR
Maine(6/18/2021)
RR
Maryland(3/12/2021)
RR
Massachusetts(9/12/2020)
RR
Michigan(3/10/2021)
RR
New Hampshire(9/12/2020)
RR
New Jersey(9/12/2020)
RR
New Mexico(12/6/2022)
RR
New York(9/12/2020)
RR
North Carolina(2/12/2021)
RR
Ohio(3/11/2021)
RR
Pennsylvania(6/18/2021)
RR
Rhode Island(6/18/2021)
RR
South Carolina(6/18/2021)
RR
Tennessee(10/8/2021)
RR
Texas(3/12/2021)
IAR
Texas(3/31/2025)
RR
Vermont(6/18/2021)
RR
Virgin Islands(12/6/2022)
RR
Virginia(6/18/2021)
RR
Washington(3/31/2022)
RR
West Virginia(6/15/2023)
RR
Wisconsin(6/18/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/28/2020
General Securities Representative ExaminationGeneral 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
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
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
Financial ConsultantCRD#: 104555Palm Beach Gardens, FL 33410-2709TRUST BUT VERIFY
Monitor Matthew Cahill
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
