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Gregory Scott Cahill II

Investment Adviser Representative at Valmark Advisers, Inc.

Orlando, FLCRD #7264647Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gregory Scott Cahill II is an investment adviser representative with Valmark Advisers, Inc. in Orlando, FL, where they have been registered since 2023. They have worked in the securities industry since 2020 and were previously registered with LION Street Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Texas
Broker:
5 states and territories

California, Delaware, Florida, South Dakota, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/11/2020
Series 7
General Securities Representative Examination
Passed 7/17/2020
SIE
Securities Industry Essentials Examination
Passed 6/4/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Valmark Advisers, Inc.Current
3/9/2023 – Orlando, FL
LION Street Advisors, LLC
10/8/2020 – 2/22/2023Orlando, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LION Street Financial
    Jun 2020 – Feb 2023Orlando, FL
  2. Da Kine Creamery LLC
    Jun 2010 – no end date reportedOrlando, FL
  3. C3 Hospitality LLC
    Nov 2012 – Aug 2019Orlando, FL
  4. Valmark Securities, Inc.
    Feb 2023 – no end date reportedAkron, OH
  5. Valmark Advisers, Inc.
    Feb 2023 – no end date reportedAkron, OH

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Valmark Advisers, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$50,000 (waivable)
Firm's annual rate schedule by assets
  • Less than $1,000,0001.95%
  • $1,000,001 to $2,000,0001.75%
  • $2,000,001 and above1.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
291
Offices listed on AdvisorFinder:
26
Main office:
Akron, OH
SEC file number:
801-55564

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 1, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Scott Cahill II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Gregory Scott Cahill II (Valmark Advisers) - Advisor Profile