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EC

Eric P. Callahan

THRYVE WEALTH MANAGEMENT | Financial Consultant
SANTA BARBARA, CA 93101
Some features on this profile are disabled
CRD#: 5881904
EC

Professional summary

Eric P Callahan, CFP®, who also goes by Eric P Callahan, Eric Paul Callahan, Eric Callahan, is a registered financial advisor currently at THRYVE WEALTH MANAGEMENT located in Santa Barbara, California.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Eric has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

My process, my business beliefs, and my values are all focused on my customers and helping them work toward their financial goals.

Question & Answer

What are your service offerings?
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Eric P Callahan | Eric Paul Callahan | Eric 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 Eric P 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: 2014

Education

Texas Tech University

Bachelor of Business Administration - Finance

2009

Experience

Current

October 16, 2025 - Present

THRYVE WEALTH MANAGEMENT

Office #1: 523 Chapala Street Suite 2, Santa Barbara, CA 93101
RIA
CRD#: 335920
SANTA BARBARA, CA
Past

July 31, 2024 - December 9, 2024

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

January 26, 2024 - December 9, 2024

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

August 31, 2023 - January 5, 2024

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
CARROLLTON, TX
Past

August 31, 2023 - January 5, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CARROLLTON, TX
Past

July 13, 2018 - March 13, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

November 11, 2011 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
KATY, TX
Past

October 17, 2011 - March 10, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
PLANO, TX
Past

April 13, 2011 - August 19, 2011

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
FORT WORTH, TX

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".
TW
THRYVE WEALTH MANAGEMENT
STRIVE WEALTH MANAGEMENT, LLC | THRYVE WEALTH MANAGEMENT LLC | THRYVE WEALTH MANAGEMENT

CRD#: 335920 / SEC#: 801-132749

RIA
Registered Investment Advisory firm - (5/9/2025 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
Texas
(10/16/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/10/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/30/2011
Uniform Securities Agent 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: 4/12/2011
General Securities Representative Examination

Current Firm

TW
THRYVE WEALTH MANAGEMENT
STRIVE WEALTH MANAGEMENT, LLC | THRYVE WEALTH MANAGEMENT LLC | THRYVE WEALTH MANAGEMENT

CRD#: 335920 / SEC#: 801-132749

RIA
Registered Investment Advisory firm - (5/9/2025 Approved)
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Contact information

Main Address
909 Lake Carolyn Pkwy Suite 100, Irving, TX 75039
Mailing Address
Phone number
(805) 451-2909
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (5 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

THRYVE WEALTH MANAGEMENT - FORM ADV PART 2A BROCHURE (12/5/2025)

Regulatory assets under management

Total Number of Accounts229
AUM (Assets Under Management)$ 179,089,530

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

THRYVE WEALTH MANAGEMENT

Financial ConsultantCRD#: 335920Santa Barbara, CA 93101

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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