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Betsy A Callahan

F-SQUARED CAPITAL, LLC·WELLESLEY, Massachusetts
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80 WILLIAM STREET, WELLESLEY, MA 02481CRD# 4613503Firm CRD# 166945
01

About

Betsy A Callahan is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with F-SQUARED CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
F-SQUARED CAPITAL, LLC
F-SQUARED CAPITAL
AUM
$2.1B
Regulatory assets under management
Employees
57
Total firm employees
View all advisors at F-SQUARED CAPITAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4613503
Firm CRD# 166945
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Betsy A Callahan offer?
Betsy A Callahan specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Betsy A Callahan's credentials?
Betsy A Callahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Betsy A Callahan located?
Betsy A Callahan is based in WELLESLEY, Massachusetts, working with F-SQUARED CAPITAL, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Betsy A Callahan charge for services?
Betsy A 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 F-SQUARED CAPITAL, LLC?
F-SQUARED CAPITAL, LLC has approximately 57 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WELLESLEY
Michael Patrick Volo — CAMMACK LARHETTE ADVISORS, LLCJeffrey Levy — CAMMACK LARHETTE ADVISORS, LLCJoseph Marc Kopilak — BEACON ENERGY INVESTORS II, L.P.Erik Christian Philbrook — JULEX CAPITAL MANAGEMENT, LLCMary Jule Guilfoile — BEACON ENERGY INVESTORS II, L.P.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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