Unclaimed Profile

Colin Michael Callahan

CALLAHAN WEALTH ADVISORY, LLC·ORLANDO, Florida

SIE, Series 7, Series 31, Series 63, Series 65Clean record24 years registeredCALLAHAN WEALTH ADVISORY, LLC

5649 N DEAN ROAD, ORLANDO, FL 32817CRD# 2179305Firm CRD# 316124

Profile Verification

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

Identity

Colin Michael Callahan · ORLANDO, FL

Registration

CRD #2179305 · CALLAHAN WEALTH ADVISORY, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CALLAHAN WEALTH ADVISORY

Oct 2021 – present

AMERIPRISE FINANCIAL SERVICES, LLC

May 2009 – Oct 2021

Winter Park, FL

CITIGROUP GLOBAL MARKETS INC.

Feb 2002 – May 2009

ANNAPOLIS, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · February 11, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CALLAHAN WEALTH ADVISORY, LLC

CRD 316124 · SEC 801-122369

AUM

$268M

Regulatory assets under management

Employees

735 client accounts

Services offered by CALLAHAN WEALTH ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CALLAHAN WEALTH ADVISORY, LLC →

Introduction

Speak with Colin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Colin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ORLANDO?

Browse all registered financial advisors in ORLANDO, Florida or claim this profile if it's yours.

Browse ORLANDO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Colin Michael Callahan offer?

Colin Michael Callahan specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ORLANDO, Florida for a consultation.

What are Colin Michael Callahan's credentials?

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

Where is Colin Michael Callahan located?

Colin Michael Callahan is based in ORLANDO, Florida, working with CALLAHAN WEALTH ADVISORY, LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does Colin Michael Callahan charge for services?

Colin Michael Callahan'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 CALLAHAN WEALTH ADVISORY, LLC?

CALLAHAN WEALTH ADVISORY, LLC has approximately 3 employees and manages $268M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →