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Andrew Carey Callaghan

AMERICAN TRUST INVESTMENT ADVISORS, LLC·LEBANON, New Hampshire
Clean recordAMERICAN TRUST INVESTMENT ADVISORS, LLC
67 ETNA ROAD, LEBANON, NH 03766-1358CRD# 1914744Firm CRD# 114439

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Carey Callaghan · LEBANON, NH
Registration
CRD #1914744 · AMERICAN TRUST INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew Carey Callaghan is a registered financial advisor based in LEBANON, New Hampshire, affiliated with AMERICAN TRUST INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
AMERICAN TRUST INVESTMENT ADVISORS, LLC
AMERICAN TRUST INVESTMENT ADVISORS, LLC
AUM
$308M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AMERICAN TRUST INVESTMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1914744
Firm CRD# 114439
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Carey Callaghan offer?
Andrew Carey Callaghan specializes in Investment Management, Fee-Only Advisory. Contact their office in LEBANON, New Hampshire for a consultation.
What are Andrew Carey Callaghan's credentials?
Andrew Carey Callaghan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Carey Callaghan located?
Andrew Carey Callaghan is based in LEBANON, New Hampshire, working with AMERICAN TRUST INVESTMENT ADVISORS, LLC. Their office serves clients in the LEBANON metropolitan area and surrounding communities.
How does Andrew Carey Callaghan charge for services?
Andrew Carey Callaghan'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 AMERICAN TRUST INVESTMENT ADVISORS, LLC?
AMERICAN TRUST INVESTMENT ADVISORS, LLC has approximately 5 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMERICAN TRUST INVESTMENT ADVISORS, LLC

Stephanie Neuland Brill
LEBANON, NH
Paul Harker Collins
LEBANON, NH

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Research
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