Brian Patrick Callanan
AIF®Professional Summary
Brian Patrick Callanan, AIF®, who also goes by Brian Patrick Callanan, Brian Callanan, Brian P Callanan, is a registered financial advisor currently at FINALIS SECURITIES LLC located in New York, New York and STIRLINGSHIRE INVESTMENTS located in New York City, New York. Brian is registered as a RR (Registered Representative) and started their career in finance in 2010. Brian has worked at 12 firms and has passed the Series 66, Series 63, Series 82TO, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brian Patrick Callanan, Brian Callanan, Brian P Callanan
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
STIRLINGSHIRE BD LLC | STIRLINGSHIRE INVESTMENTS
Contact Information
Main Address
15 W 38th St Suite 704, New York City, NY 10018Mailing Address
15 W 38th St Suite 704, New York City, NY 10018Phone Number
(877) 600-7026Established
Delaware since 08/14/2020Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(7/10/2023)
(11/19/2025)
(7/6/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jan 2023About the Series 82TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Brian Patrick Callanan's CRS (Customer Relationship Summary).
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