Unclaimed
Peter Hutchins Cahill is an investment advisor representative with &partners. The advisor has been in the industry for over 10 years. &partners is a registered investment advisor firm with offices in Wellesley, MA, Clayton, MO, Boston, MA, and Nashville, TN. Cahill specializes in providing a wide range of advisory services to individuals, businesses, and institutions. These services include financial planning, portfolio management, and pension consulting. The firm manages assets in excess of $1 billion.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MA
09/06/2024 - Present
&partners (WELLESLEY MA)
MA
02/24/2017 - 09/11/2024
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
MA
02/19/2015 - 02/21/2017
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
01/02/2015 - 02/27/2015
GWFS EQUITIES, INC. (ANDOVER MA)
MA
10/16/2014 - 01/02/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 05/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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