John
Cahill
Capitol Securities Management, Inc
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About this Advisor
John Cahill is a financial advisor based in Wellesley, Massachusetts who has 1 year of industry experience. Cahill is currently employed by Capitol Securities Management, Inc. Over the course of their career, Cahill has held roles at Equitable Advisors, LLC, Steward Partners Global Advisory-Raymond James Affiliate, Capital Securities Management, Inc, Bella'S Casual Dining, University Of New Hampshire, Raymond James Financial Services, Inc, Saint John'S High School, Golfsmith International and Capitol Securities Management, Inc. Cahill has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Capitol Securities Management, Inc is an advisory firm based out of Glen Allen, VA. The firm has offices in 40 locations and a total of 175 financial advisors. It has $1 billion in total assets across its 3,202 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 10 charities and foundations. Of its 3,202 accounts, 32% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Capitol Securities Management, Inc has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually vary depending on the type of services offered. However, fees charged by Capitol Securities Management, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capitol Securities Management, Inc Brokerage Details
$1,285,947,379
175
3,202
$401,608
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
John Cahill Work History
John has been registered as a financial advisor for 1 years.*
Capitol Securities Management, Inc
Equitable Advisors, LLC
Steward Partners Global Advisory-Raymond James Affiliate
Raymond James Financial Services, Inc
Capital Securities Management, Inc
Bella'S Casual Dining
University Of New Hampshire
Golfsmith International
Saint John'S High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Cahill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capitol Securities Management, Inc
Toms River, NJ
Glen Allen, VA
Tampa, FL
Wellesley, MA
Glen Allen, VA
Salisbury, MD
Wellesley, MA
Glen Allen, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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