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

Trevor D. Cahill

COUNTRYSIDE FINANCIAL LLC
WILLIAMSVILLE, NY 14221
Some features on this profile are disabled
CRD#: 7634605
TC

Professional summary


Trevor Douglas Cahill, who also goes by Trevor Douglas Cahill, is a registered financial advisor currently at COUNTRYSIDE FINANCIAL LLC located in Williamsville, New York.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Trevor has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Trevor Douglas 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.
1) Business Activity: Volunteer Firefighter; Business Entity: Getzille Fire Co.; Address: Getzville, NY; Duties of position: respond to emergencies; Title: Firefighter; Start Date: 06/2023; Approx. # of hours per month spent on activity: 8; Approx. # of hours spent during trading hours: 0 2) Business Activity: Notary public; Not investment related, Countryside Financial; 8600 Main St. Suite 1, Williamsville, NY 14221 USA. 02/2024; 1 hour/month; 1 hour/month; Perform notarial acts for clients of Countryside Financial.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Trevor Douglas 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

August 5, 2025 - Present

COUNTRYSIDE FINANCIAL LLC

Office #1: 8600 Main Street, Williamsville, NY 14221
RIA
CRD#: 337489
WILLIAMSVILLE, NY
Past

June 26, 2023 - September 2, 2025

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA
CRD#: 277085
Williamsville, NY
Past

June 26, 2023 - September 2, 2025

PEAK BROKERAGE SERVICES, LLC

BD
CRD#: 157045
Williamsville, NY
Past

January 19, 2023 - March 14, 2023

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
WILLIAMSVILLE, NY
Past

November 9, 2022 - March 14, 2023

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WILLIAMSVILLE, NY

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
New York
(8/5/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/21/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/9/2022
General Securities Representative Examination
General Industry/Product Exam

Current Firm


CF
COUNTRYSIDE FINANCIAL LLC
COUNTRYSIDE FINANCIAL LLC | COUNTRYSIDE GROUP LLC

CRD#: 337489 / SEC#: 801-134098

RIA
Registered Investment Advisory firm - (8/5/2025 120-Day Approval)
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
8600 Main Street, Williamsville, NY 14221
Mailing Address
Phone number
(716) 256-1330
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COUNTRYSIDE FINANCIAL LLC ADV BROCHURE (10/9/2025)

Regulatory assets under management


Total Number of Accounts455
AUM (Assets Under Management)$ 62,693,793

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


COUNTRYSIDE FINANCIAL LLC

CRD#: 337489Williamsville, NY 14221

TRUST BUT VERIFY

Monitor Trevor Cahill

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

Similar Advisors


Michael C Gimlin Jr.
Michael GimlinAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Williamsville, NY
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