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Colin Michael Callahan

CALLAHAN WEALTH ADVISORY, LLC·ORLANDO, Florida
Clean recordCALLAHAN 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Colin Michael Callahan is a registered financial advisor based in ORLANDO, Florida, affiliated with CALLAHAN WEALTH ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CALLAHAN WEALTH ADVISORY, LLC
CALLAHAN WEALTH ADVISORY
AUM
$268M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CALLAHAN WEALTH ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2179305
Firm CRD# 316124
View on FINRA BrokerCheck →

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05

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.
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Other Advisors at CALLAHAN WEALTH ADVISORY, LLC

Natalia B Callahan
ORLANDO, FL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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