Unclaimed Profile

Andrew Carey Callaghan

AMERICAN TRUST INVESTMENT ADVISORS, LLC·LEBANON, New Hampshire

Series 7, Series 16, Series 63, Series 65, Series 86, Series 87Clean record15 years registeredAMERICAN 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 · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMERICAN TRUST INVESTMENT ADVISORS, LLC

AMERICAN TRUST INVESTMENT ADVISORS, LLC

Mar 2011 – May 2025

LEBANON, NH

Registrations & Exams

FINRA examinations passed

Series 7

Series 16

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · March 14, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN TRUST INVESTMENT ADVISORS, LLC

CRD 114439 · SEC 801-60454

AUM

$308M

Regulatory assets under management

Employees

260 client accounts

Services offered by AMERICAN TRUST INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AMERICAN TRUST INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Carey Callaghan offer?

Andrew Carey Callaghan specializes in Investment Management, Fee-Only Advisory.

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, last registered with AMERICAN TRUST INVESTMENT ADVISORS, LLC.

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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