Theresa L Cahill

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2012 → 08/2017
  Cahill & Associates Financial Servies, Llc
  Cromwell, CT
• 09/2014 → 08/2017
  Voya Financial Advisors
  Windsor, CT
• 08/2017 → Present
  Commonwealth Financial Network
  Waltham, MA
• 08/2017 → Present
  Cahill & Associates Financial Services, Llc
  Cromwell, CT

Previous Registrations

• 2017-07-31 → 2017-08-10
  Voya Financial Advisors, Inc.
  Cromwell, CT
  Windsor, CT

Other Businesses

1)CAHILL & ASSOCIATES FINANCIAL SERVICES, LLC,NO,75 BERLIN ROAD SUITE 110, CROMWELL, CT 06416,DBA FOR FIXED INSURANCE,SALES & SERVICE,07/05/2012,160,160,SALES AND SERVICE. 2)FIXED INSURANCE SALES,NO,75 BERLIN RD STE 110, CROMWELL, CT 06416,FIXED INSURANCE,AGENT,07/06/2012,160,160,FIXED INSURANCE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-20
• S63 Uniform Securities Agent State Law Examination
  2011-10-13

Other Names

• Theresa Lee Motler