Patrick J Cahill

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 01/2017
  Lpl Financial
  Laguna Hills, CA
• 01/2017 → 06/2024
  Securities America, Inc.
  Scottsdale, AZ
• 01/2017 → 06/2024
  Securities America Advisors
  Scottsdale, AZ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2017-01-13 → 2024-06-14
  Securities America Advisors, Inc.
  Mission Viejo, CA
  Scottsdale, AZ
• 2011-12-02 → 2017-02-06
  Lpl Financial Llc
  Renton, WA
  Mission Viejo, CA
• 2009-06-01 → 2011-12-22
  Morgan Stanley
  Laguna Niguel, CA
• 2009-01-26 → 2009-06-01
  Citigroup Global Markets Inc.
  Laguna Niguel, CA
• 1997-07-08 → 2009-01-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Laguna Hills, CA
  Irvine, CA

Other Businesses

1. DBA: Executive Services, LLC 2. INSURANCE SALES POSITION: Insurance Sales NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2011 ADDRESS: 1203 Fox Horn Ct, Milford OH 92692, United States DESCRIPTION: Insurance Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-10
• S63 Uniform Securities Agent State Law Examination
  1997-03-27

Designations

• Certified Financial Planner