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Martha Callahan

Martha Callahan

FBB CAPITAL PARTNERS
EASTON, MD 21601
Some features on this profile are disabled
CRD#: 5793655
Martha Callahan

Professional summary

Martha Callahan, CFP® is a registered financial advisor currently at FBB CAPITAL PARTNERS located in Easton, Maryland.

Martha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Martha has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Martha Callahan'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®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

January 3, 2023 - Present

FBB CAPITAL PARTNERS

Office #1: 117 Bay Street Suite A-1, Easton, MD 21601
RIA
CRD#: 108967
EASTON, MD
Past

May 26, 2010 - December 1, 2014

POTOMAC

RIA
CRD#: 105413
BETHESDA, MD

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".
FBB CAPITAL PARTNERS
FBB CAPITAL PARTNERS
FBB CAPITAL PARTNERS | WEALTHTRUST·FBB | WEALTHTRUST | FULTON BREAKEFIELD BROENNIMAN,LLC

CRD#: 108967 / SEC#: 801-57836

RIA
Registered Investment Advisory firm - (8/4/2000 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
Maryland
(1/3/2023)
IAR
Texas
(6/6/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/17/2009
Uniform Investment Adviser Law Examination

Current Firm

FBB CAPITAL PARTNERS
FBB CAPITAL PARTNERS
FBB CAPITAL PARTNERS | WEALTHTRUST·FBB | WEALTHTRUST | FULTON BREAKEFIELD BROENNIMAN,LLC

CRD#: 108967 / SEC#: 801-57836

RIA
Registered Investment Advisory firm - (8/4/2000 Approved)
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Contact information

Main Address
4520 East-west Highway Suite 450, Bethesda, MD 20814
Mailing Address
Phone number
(301) 657-8870
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (23 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

FORM ADV PART 2A (10/2/2025)

Regulatory assets under management

Total Number of Accounts2,990
AUM (Assets Under Management)$ 2,161,443,887

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

FBB CAPITAL PARTNERS

FBB CAPITAL PARTNERS

CRD#: 108967Easton, MD 21601

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