William R Callahan Iv
Professional Summary
William R Callahan IV, who also goes by William R Callahan, William Robert Callahan, is a registered financial advisor currently at SANDRO WEALTH MANAGEMENT LLC located in Fairfield, New Jersey. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. William has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William R Callahan, William Robert Callahan
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures on record.
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Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ARCHLIGHT WEALTH MANAGEMENT LLC | SANDRO WEALTH MANAGEMENT LLC
Contact Information
Main Address
155 Passaic Ave Suite 400, Fairfield, NJ 07004Phone Number
(973) 695-1160# of Employees
21SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
168AUM (Assets Under Management)
$227,594,694Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ARCHLIGHT WEALTH MANAGEMENT LLC | SANDRO WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(7/15/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William R Callahan IV's CRS (Customer Relationship Summary).
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