Unclaimed Profile

Natalia B Callahan

CALLAHAN WEALTH ADVISORY, LLC·ORLANDO, Florida

Clean recordCALLAHAN WEALTH ADVISORY, LLC

5649 N DEAN ROAD, ORLANDO, FL 32817CRD# 5827322Firm CRD# 316124

Profile Verification

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

Identity

Natalia B Callahan · ORLANDO, FL

Registration

CRD #5827322 · CALLAHAN WEALTH ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Natalia B 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Natalia

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

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

Firm Overview

Firm

CALLAHAN WEALTH ADVISORY, LLC

CALLAHAN WEALTH ADVISORY

AUM

$268M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CALLAHAN WEALTH ADVISORY, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5827322

Firm CRD# 316124

View on FINRA BrokerCheck →

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 Natalia B Callahan offer?

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

What are Natalia B Callahan's credentials?

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

Where is Natalia B Callahan located?

Natalia B 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 Natalia B Callahan charge for services?

Natalia B 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 →