Shaun R. Callahan

ACHIEVING VERITAS LLC | Associate Financial Planner

ST. AUGUSTINE, FL 32080

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CRD#: 5731917

Professional summary

Shaun Robert Callahan, who also goes by Shaun R Callahan, Shaun Callahan, is a registered financial advisor currently at ACHIEVING VERITAS LLC located in St. Augustine, Florida.

Shaun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Shaun has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Biography

Shaun has worked in the financial services industry since 2009. Before taking up his position with Wealth Enhancement Group, Shaun gained invaluable industry experience in a number or roles, including Loan Officer, Treasury Analyst, Underwriter and Financial Advisor. He currently resides in Jacksonville, Florida. Outside of work hours Shaun enjoys traveling and spending time with family.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shaun R Callahan | Shaun 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 Shaun Robert Callahan's 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

March 17, 2025 - Present

ACHIEVING VERITAS LLC

Office #1: 1301 Plantation Island Drive S. Suite 201b, St. Augustine, FL 32080

RIA

CRD#: 327170

ST. AUGUSTINE, FL

Past

July 22, 2022 - January 29, 2025

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA

CRD#: 116407

JACKSONVILLE, FL

Past

January 12, 2010 - January 5, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

December 3, 2009 - January 5, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

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

Florida
(3/17/2025)

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

State Security Law Exam

IAR

Series 65

Date: 7/14/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/31/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/2/2009

General Securities Representative Examination

Current Firm

ACHIEVING VERITAS LLC

CRD#: 327170 / SEC#:

Florida

Registered Investment Advisory firm - (8/25/2023 Approved)

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Contact information

Main Address

1301 Plantation Island Drive S. Suite 201b, St. Augustine, FL 32080

Mailing Address

Phone number

(904) 471-6444

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	175
AUM (Assets Under Management)	$ 41,889,627

Red Flags

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Contact information

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Shaun R. Callahan

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shaun Robert Callahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACHIEVING VERITAS LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2022

Series 66

Date: 12/31/2009

Series 7

Date: 12/2/2009

Current Firm

ACHIEVING VERITAS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ACHIEVING VERITAS LLC

TRUST BUT VERIFY

Contact information

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