Thomas F Cahill

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 04/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Summit, NJ
• 05/2016 → Present
  Bank Of America, N.A.
  Summit, NJ

Previous Registrations

• 2016-04-27 → 2016-04-29
  Wells Fargo Clearing Services, Llc
  Short Hills, NJ
• 2003-07-03 → 2016-04-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Short Hills, NJ
  Short Hills, NJ
  Summit, NJ
• 2002-05-08 → 2003-07-09
  Citigroup Global Markets Inc.
  Short Hill, NJ

Other Businesses

I*: Entity Type: For profit Name: Rental Property Investment related: No Address of business: SUMMIT, NEW JERSEY 7901 Position, title, association: OWNER Start date of relationship: 07/08/2010 Number of hours devoted: 10 hrs Mthly Number of hours devoted during trading hours: 0 Duties: Landlord

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-15
• S63 Uniform Securities Agent State Law Examination
  1999-07-07