Unclaimed Profile

David Michael Somers

CACHE ADVISORS LLC·SAN FRANCISCO, California

SIE, Series 7, Series 7TO, Series 24, Series 66Clean record24 years registeredCACHE ADVISORS LLC

95 THIRD ST, 2ND FLOOR, SAN FRANCISCO, CA 94103CRD# 4413478Firm CRD# 323063

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Michael Somers · SAN FRANCISCO, CA

Registration

CRD #4413478 · CACHE ADVISORS LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CACHE ADVISORS LLC

CIGNA INVESTMENTS, INC.

Sep 2017 – Jun 2018

BLOOMFIELD, CT

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Mar 2006 – Jun 2006

HARTFORD, CT

ADVEST, INC.

Nov 2001 – Mar 2006

HARTFORD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 66

Registration record

First registered · November 13, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CACHE ADVISORS LLC

CRD 323063 · SEC 801-126849

AUM

$174M

Regulatory assets under management

Employees

3 client accounts

Services offered by CACHE ADVISORS LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CACHE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does David Michael Somers offer?

David Michael Somers specializes in Retirement Planning, Fee-Only Advisory.

What are David Michael Somers's credentials?

David Michael Somers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Somers located?

David Michael Somers is based in SAN FRANCISCO, California, last registered with CACHE ADVISORS LLC.

How does David Michael Somers charge for services?

David Michael Somers's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CACHE ADVISORS LLC?

CACHE ADVISORS LLC has approximately 4 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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