John P. Callahan

MERRION INVESTMENT MANAGEMENT CO

Cranford, NJ 07016

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CRD#: 1146615

Professional summary

John Patrick Callahan is a registered financial advisor currently at MERRION INVESTMENT MANAGEMENT CO, LLC located in Cranford, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. John has worked at 10 firms and has passed the Series 63, SIE, Series 3, Series 5, Series 15, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) OLF ENTERPRISES, LLC; 228 FAIRMOUNT AVE.; CHATHAM, NJ 07928; 6/2006; MANAGING PARTNER, REAL ESTATE DEVELOPMENT VEHICLE. APPROX. 20 HRS/MONTH - NONE DURING TRADING HOURS. 2.) SHEPPARDS OF CAPITAL LLC-228 FAIRMONT AVE.- INDEPENDANT CONSULTANT. THESE ACTIVITES WILL BE DE MINIMUS NOW AFTER EMPLOYMENT 3.) SHEPHERDS OF CAPITAL, LLC; 228 FAIRMOUNT AVE.; CHATHAM, NJ 07928; 6/2006; MANAGING PARTNER; FAMILY INVESTMENTS; 15 HRS/MONTH - NONE DURING TRADING HOURS. 4.) Baltusrol Golf Club; Springfield, NJ; Not Investment related; Started 10/2020; Treasurer and Finance Committee Chairman; Not for profit golf club; 6 hours per week. 5.) Scholarship Fund for Inner City Children- SFIC; 71 Clinton St., Newark, NJ; Not Investment Related; Started 01/2021; Trustee and Endowment Chair; Not for Profit entity providing education scholarships; 6 hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Patrick Callahan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 4, 2012 - Present

MERRION INVESTMENT MANAGEMENT CO, LLC

Office #1: 184 North Ave. East, Cranford, NJ 07016

RIA

CRD#: 139143

Cranford, NJ

Past

May 4, 2012 - October 11, 2022

MERRION SECURITIES, LLC

CRD#: 30145

Cranford, NJ

Past

June 7, 2010 - April 20, 2011

R. SEELAUS & CO., LLC

CRD#: 14974

CHATHAM, NJ

Past

January 1, 2010 - May 10, 2010

PIERPONT CAPITAL ADVISORS LLC

CRD#: 108424

NEW YORK, NY

Past

March 5, 2007 - January 18, 2008

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

NEW YORK CITY, NY

Past

January 10, 2007 - January 18, 2008

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

NEW YORK CITY, NY

Past

November 3, 2000 - May 19, 2006

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

April 3, 2000 - December 31, 2001

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

September 11, 1997 - March 30, 2000

TD SECURITIES (USA) LLC

CRD#: 18476

NEW YORK, NY

Past

July 22, 1996 - August 26, 1997

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

July 15, 1991 - August 15, 1996

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Past

February 6, 1986 - July 10, 1991

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

July 20, 1983 - January 30, 1986

SALOMON BROTHERS INC.

CRD#: 740

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MERRION INVESTMENT MANAGEMENT CO, LLC

MERRION ALTERNATIVE INVESTMENTS | MERRION INVESTMENT MANAGEMENT, LLC | MERRION INVESTMENT MANAGEMENT CO, LLC

CRD#: 139143 / SEC#: 801-65917

RIA

Registered Investment Advisory firm - (1/27/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(5/4/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/21/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 6/26/1984

National Commodity Futures Examination

General Industry/Product Exam

Series 5

Date: 5/23/1984

Interest Rate Options Examination

General Industry/Product Exam

Series 15

Date: 4/4/1984

Foreign Currency Options Examination

General Industry/Product Exam

Series 7

Date: 7/16/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/5/1996

General Securities Principal Examination

Current Firm

MERRION INVESTMENT MANAGEMENT CO, LLC

MERRION ALTERNATIVE INVESTMENTS | MERRION INVESTMENT MANAGEMENT, LLC | MERRION INVESTMENT MANAGEMENT CO, LLC

CRD#: 139143 / SEC#: 801-65917

RIA

Registered Investment Advisory firm - (1/27/2006 Approved)

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Contact information

Main Address

184 North Ave. East, Cranford, NJ 07016

Mailing Address

Phone number

(908) 654-0033

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/25/2025)

Regulatory assets under management

Total Number of Accounts	86
AUM (Assets Under Management)	$ 212,724,134

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John P. Callahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Patrick Callahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRION SECURITIES, LLC

R. SEELAUS & CO., LLC

PIERPONT CAPITAL ADVISORS LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

CREDIT SUISSE SECURITIES (USA) LLC

PERSHING LLC

TD SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

SALOMON BROTHERS INC.

GOLDMAN SACHS & CO. LLC

SALOMON BROTHERS INC.

Primary Firm SEC Registration

MERRION INVESTMENT MANAGEMENT CO, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/21/1984

SIE

Date: 10/1/2018

Series 3

Date: 6/26/1984

Series 5

Date: 5/23/1984

Series 15

Date: 4/4/1984

Series 7

Date: 7/16/1983

Series 24

Date: 11/5/1996

Current Firm

MERRION INVESTMENT MANAGEMENT CO, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERRION INVESTMENT MANAGEMENT CO, LLC

TRUST BUT VERIFY

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