Unclaimed Profile

Michael Joseph Callahan

SACHETTA, LLC·LYNNFIELD, Massachusetts

Clean recordSACHETTA, LLC

600 MARKET STREET, LYNNFIELD, MA 01940CRD# 4649835Firm CRD# 145713

Profile Verification

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

Identity

Michael Joseph Callahan · LYNNFIELD, MA

Registration

CRD #4649835 · SACHETTA, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Joseph Callahan is a registered financial advisor based in LYNNFIELD, Massachusetts, affiliated with SACHETTA, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SACHETTA, LLC

AUM

$720M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SACHETTA, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4649835

Firm CRD# 145713

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Frequently Asked Questions

What services does Michael Joseph Callahan offer?

Michael Joseph Callahan specializes in Financial Planning, Investment Management. Contact their office in LYNNFIELD, Massachusetts for a consultation.

What are Michael Joseph Callahan's credentials?

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

Where is Michael Joseph Callahan located?

Michael Joseph Callahan is based in LYNNFIELD, Massachusetts, working with SACHETTA, LLC. Their office serves clients in the LYNNFIELD metropolitan area and surrounding communities.

How does Michael Joseph Callahan charge for services?

Michael Joseph Callahan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SACHETTA, LLC?

SACHETTA, LLC has approximately 26 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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