Edward P. Cahill

FIRST TRUST ADVISORS LP

ENGLEWOOD, NJ

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CRD#: 6296711

Professional summary

Edward Powers Cahill, who also goes by Edward P Cahill, Edward Powers Cahill, is a registered financial advisor currently at FIRST TRUST ADVISORS LP located in Englewood, New Jersey and FIRST TRUST PORTFOLIOS L.P. located in Wheaton, Illinois.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Edward has worked at 8 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward P Cahill | Edward Powers Cahill

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Powers Cahill's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 5, 2025 - Present

FIRST TRUST ADVISORS LP

RIA

CRD#: 107027

ENGLEWOOD, NJ

Current

July 16, 2024 - Present

FIRST TRUST PORTFOLIOS L.P.

Office #1: 120 E. Liberty Drive Suite 400, Wheaton, IL 60187

CRD#: 28519

WHEATON, IL

Past

February 17, 2021 - June 6, 2024

CAIS CAPITAL LLC

CRD#: 154512

NEW YORK, NY

Past

November 18, 2019 - February 5, 2021

IMST DISTRIBUTORS, LLC

CRD#: 130745

Port Chester, NY

Past

September 21, 2016 - June 3, 2019

AMG DISTRIBUTORS, INC.

CRD#: 27314

STAMFORD, CT

Past

April 8, 2015 - September 15, 2016

VIRTUS INVESTMENT ADVISERS, LLC

RIA

CRD#: 106982

HARTFORD, CT

Past

April 8, 2015 - September 15, 2016

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

April 24, 2014 - March 3, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PARAMUS, NJ

Past

March 20, 2014 - March 3, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PARAMUS, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST TRUST ADVISORS LP

CRD#: 107027 / SEC#: 801-39950

RIA

Registered Investment Advisory firm - (10/4/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(3/5/2025)

Delaware
(3/5/2025)

District of Columbia
(3/5/2025)

Illinois
(7/16/2024)

IAR

Illinois
(3/5/2025)

Iowa
(3/5/2025)

Kansas
(3/5/2025)

Kentucky
(3/5/2025)

Maine
(3/5/2025)

Maryland
(3/5/2025)

Massachusetts
(3/5/2025)

IAR

Massachusetts
(3/13/2025)

Michigan
(3/5/2025)

Minnesota
(3/5/2025)

Missouri
(3/5/2025)

Nebraska
(3/5/2025)

New Hampshire
(3/5/2025)

New Jersey
(7/16/2024)

New York
(3/5/2025)

North Carolina
(3/5/2025)

North Dakota
(3/5/2025)

Ohio
(3/6/2025)

Pennsylvania
(3/5/2025)

Rhode Island
(3/5/2025)

South Dakota
(3/5/2025)

Vermont
(3/5/2025)

Virginia
(3/5/2025)

West Virginia
(3/5/2025)

Wisconsin
(3/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/3/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/22/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/20/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FIRST TRUST ADVISORS LP

CRD#: 107027 / SEC#: 801-39950

RIA

Registered Investment Advisory firm - (10/4/1991 Approved)

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Contact information

Main Address

120 E. Liberty Drive Suite 400, Wheaton, IL 60187

Mailing Address

Phone number

(630) 765-8000

Established

Firm type

Fiscal year end

# of Employees

520

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FTA FORM ADV PART 2A BROCHURE - 03.31.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,033
AUM (Assets Under Management)	$ 256,328,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Edward P. Cahill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Powers Cahill's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST TRUST PORTFOLIOS L.P.

CAIS CAPITAL LLC

IMST DISTRIBUTORS, LLC

AMG DISTRIBUTORS, INC.

VIRTUS INVESTMENT ADVISERS, LLC

VP DISTRIBUTORS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

FIRST TRUST ADVISORS LP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2025

Series 66

Date: 4/22/2014

SIE

Date: 10/1/2018

Series 7

Date: 3/20/2014

FINRA

Current Firm

FIRST TRUST ADVISORS LP

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST TRUST ADVISORS LP

TRUST BUT VERIFY

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