Colin M. Callahan
Professional summary
Colin Michael Callahan, who also goes by Colin Michael Vain Callahan, is a registered financial advisor currently at CALLAHAN WEALTH ADVISORY located in Orlando, Florida.
Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Colin has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Colin Michael Callahan's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 26, 2021 - Present
CALLAHAN WEALTH ADVISORY
May 22, 2009 - October 1, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
May 22, 2009 - October 1, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
February 11, 2002 - May 28, 2009
CITIGROUP GLOBAL MARKETS INC.
January 25, 2002 - May 28, 2009
CITIGROUP GLOBAL MARKETS INC.
May 14, 1999 - February 14, 2002
TUCKER ANTHONY INCORPORATED
September 1, 1997 - May 18, 1999
DB ALEX. BROWN LLC
October 16, 1991 - September 1, 1997
ALEX. BROWN & SONS INCORPORATED
Primary Firm SEC Registration
CALLAHAN WEALTH ADVISORY
CRD#: 316124 / SEC#: 801-122369
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/26/2021)
(1/21/2022)
Exams
Current Firm
CALLAHAN WEALTH ADVISORY
CRD#: 316124 / SEC#: 801-122369
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 817 |
| AUM (Assets Under Management) | $ 326,987,574 |
Red Flags
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