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SC

Stephen G. Callahan

FIRSTRADE SECURITIES
Flushing, NY 11354
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CRD#: 2563308
SC

Professional summary


Stephen Gerard Callahan MR., who also goes by Stephen Gerard Callahan, is a registered financial professional currently at FIRSTRADE SECURITIES INC. located in Flushing, New York.

Stephen is registered as a RR (Registered Representative) and started their career in finance in 1995. Stephen has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 51, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephen Gerard Callahan

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Stephen Gerard Callahan MR.'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

October 30, 2007 - Present

FIRSTRADE SECURITIES INC.

Office #1: 30-50 Whitestone Expressway Suite A301, Flushing, NY 11354Office #2: 30-50 Whitestone Expressway, Suite A301, Flushing, NY 11354
BD
CRD#: 16843
Flushing, NY
Past

May 14, 2007 - August 21, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

June 16, 1998 - March 29, 2006

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

January 1, 1996 - May 13, 1998

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 24, 1995 - January 18, 1996

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/10/2018)
RR
Alaska
(1/10/2018)
RR
Arizona
(1/10/2018)
RR
Arkansas
(1/10/2018)
RR
California
(1/10/2018)
RR
Colorado
(1/10/2018)
RR
Connecticut
(1/10/2018)
RR
Delaware
(1/10/2018)
RR
District of Columbia
(1/10/2018)
RR
Florida
(1/10/2018)
RR
Georgia
(1/10/2018)
RR
Hawaii
(1/10/2018)
RR
Idaho
(1/10/2018)
RR
Illinois
(1/10/2018)
RR
Indiana
(1/10/2018)
RR
Iowa
(1/10/2018)
RR
Kansas
(1/10/2018)
RR
Kentucky
(1/10/2018)
RR
Louisiana
(1/10/2018)
RR
Maine
(1/10/2018)
RR
Maryland
(1/10/2018)
RR
Massachusetts
(1/10/2018)
RR
Michigan
(1/10/2018)
RR
Minnesota
(1/10/2018)
RR
Mississippi
(1/10/2018)
RR
Missouri
(1/10/2018)
RR
Montana
(1/10/2018)
RR
Nebraska
(1/10/2018)
RR
Nevada
(1/10/2018)
RR
New Hampshire
(1/10/2018)
RR
New Jersey
(1/10/2018)
RR
New Mexico
(1/10/2018)
RR
New York
(10/30/2007)
RR
North Carolina
(1/11/2018)
RR
North Dakota
(1/10/2018)
RR
Ohio
(1/10/2018)
RR
Oklahoma
(1/10/2018)
RR
Oregon
(1/10/2018)
RR
Pennsylvania
(1/10/2018)
RR
Puerto Rico
(1/10/2018)
RR
Rhode Island
(1/10/2018)
RR
South Carolina
(1/10/2018)
RR
South Dakota
(2/21/2017)
RR
Tennessee
(1/16/2019)
RR
Texas
(1/10/2018)
RR
Utah
(1/10/2018)
RR
Vermont
(1/10/2018)
RR
Virgin Islands
(1/10/2018)
RR
Virginia
(1/10/2018)
RR
Washington
(1/10/2018)
RR
West Virginia
(1/10/2018)
RR
Wisconsin
(1/10/2018)
RR
Wyoming
(1/10/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/31/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FS
FIRSTRADE SECURITIES INC.
FIRST FLUSHING SECURITIES INC. | FIRSTRADE SECURITIES INC.

CRD#: 16843 / SEC#: , 8-34642

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
30-50 Whitestone Expressway, Suite A301, Flushing, NY 11354
Mailing Address
30-50 Whitestone Expressway, Suite A301, Flushing, NY 11354
Phone number
(718) 269-1565
Established
Delaware since 06/08/2000
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FIRSTRADE HOLDING CORPORATIONPARENT COMPANY
KU, JULIE LI-YUENSECRETARY1939433
LIU, JOHNCEO/CHAIRMAN/FINOP/ROSFP712988
RYAN, KIMBERLY ANNCHIEF COMPLIANCE OFFICER4316310

Disclosures


Regulatory Event7
Arbitration2

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.

Company Information


FIRSTRADE SECURITIES INC.

CRD#: 16843Flushing, NY 11354

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