Trevor Cahill
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Countryside Financial LLCJun 2025 to now
- Blackridge Asset ManagementJun 2023 to now
- Peak Brokerage Services, LLCJun 2023 to now
- The Home DepotApr 2023 to Jun 2023
- UnemployedFeb 2023 to Apr 2023
- Equitable Advisors, LLCSep 2022 to Feb 2023
- UnemployedJun 2022 to Aug 2022
- Ub Athletic FacilitiesJun 2019 to Feb 2020
- Suny University at BuffaloJun 2018 to May 2022
- Idle Hour Taxpayers Association Beach ClubJun 2015 to Jun 2018
- Connetquot High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Countryside Financial LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7634605
- 337489