Unclaimed Profile

Natalia B Callahan

CALLAHAN WEALTH ADVISORY, LLC·ORLANDO, Florida

SIE, Series 7, Series 66Clean record13 years registeredCALLAHAN 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 · 13 years registered

Brand Profile

Not yet started

Career History

CALLAHAN WEALTH ADVISORY

Oct 2021 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Aug 2012 – Oct 2021

Winter Park, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 22, 2012

Years registered · 13

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

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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.

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