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WC

William R. Callahan

SANDRO WEALTH MANAGEMENT LLC
FAIRFIELD, NJ 07004
Some features on this profile are disabled
CRD#: 5576013
WC

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William R Callahan | William Robert 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) - RIA

Click below to view William R Callahan IV'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

July 15, 2025 - Present

SANDRO WEALTH MANAGEMENT LLC

Office #1: 155 Passaic Ave Suite 400, Fairfield, NJ 07004
RIA
CRD#: 332113
FAIRFIELD, NJ
Past

November 20, 2014 - July 1, 2025

SCHRODER FUND ADVISORS LLC

BD
CRD#: 24129
NEW YORK, NY
Past

March 1, 2011 - October 3, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JERSEY CITY, NJ
Past

December 20, 2010 - October 3, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JERSEY CITY, NJ

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".
SW
SANDRO WEALTH MANAGEMENT LLC
ARCHLIGHT WEALTH MANAGEMENT LLC | SANDRO WEALTH MANAGEMENT LLC

CRD#: 332113 / SEC#: 801-131421

RIA
Registered Investment Advisory firm - (11/14/2024 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
(7/15/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/28/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/17/2010
General Securities Representative Examination

Current Firm

SW
SANDRO WEALTH MANAGEMENT LLC
ARCHLIGHT WEALTH MANAGEMENT LLC | SANDRO WEALTH MANAGEMENT LLC

CRD#: 332113 / SEC#: 801-131421

RIA
Registered Investment Advisory firm - (11/14/2024 Approved)
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Contact information

Main Address
155 Passaic Ave Suite 400, Fairfield, NJ 07004
Mailing Address
Phone number
(201) 661-3416
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (6 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SANDRO WEALTH MANAGEMENT LLC FORM ADV 2A (5/14/2025)

Regulatory assets under management

Total Number of Accounts70
AUM (Assets Under Management)$ 101,714,133

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

SANDRO WEALTH MANAGEMENT LLC

CRD#: 332113Fairfield, NJ 07004

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