Aidan Cloherty has been Chief Compliance Officer of Farrell Financial since August 2026, is a control person of the firm and directly owns under 5% of it. Aidan Cloherty holds a Bachelor's degree in Business Administration from the University of Vermont.
Farrell Financial LLC is an Orchard Park, NY firm with $201M under management, 233 clients and 3 advisers in one office, as of its August 2026 filing.
Aidan Cloherty joined Farrell Financial LLC in 2026 after previously participating in the Farrell Financial internship program. At the University of Vermont he took part in the real-time operation and investment of the University of Vermont Foundation's Green Mountain Investment Fund.
- Farrell FinancialCurrent– present · under a yearOrchard Park, NY · Adviser representative · Firm CRD 321609
Investment adviser representative registrations
Aidan Cloherty is registered as an investment adviser representative in New York, since September 2026.
- New YorkSince 1 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8286279
- Firm
- Farrell Financial · CRD 321609
- Role
- Chief Compliance Officer
- Office
- 21 PRINCETON PLACE, SUITE 105, Orchard Park, NY 14127
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- farrellfinancialllc.com
Where does Aidan Cloherty work?
Aidan Cloherty has been Chief Compliance Officer of Farrell Financial LLC since August 2026, and is a control person of the firm.
Is Aidan Cloherty a financial advisor?
Yes. Aidan Cloherty has a current investment-adviser registration in New York, through Farrell Financial since September 2026.
How many years of experience does Aidan Cloherty have?
Aidan Cloherty has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Aidan Cloherty passed?
Aidan Cloherty passed the Series 65 in August 2026.
Where is Aidan Cloherty based?
Aidan Cloherty’s registered office is in Orchard Park, NY.
Is Aidan Cloherty registered with FINRA?
No. Aidan Cloherty has no current broker registration.
How can I verify Aidan Cloherty’s record?
Search CRD 8286279 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aidan Cloherty’s full registration record.