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Zachary Adams Calahan

QUINCY, MA
·CRD# 6266012·12 years experience

Professional Summary

Zachary Adams Calahan, who also goes by Zachary Adams Calahan, Zachary Calahan, was a registered financial advisor. Zachary was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Zachary had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Zachary Adams Calahan, Zachary Calahan

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

12 years in the financial services industry

Current & Past Employments

Unknown Firm·
100 Hancock St Floor 3, Quincy, MA 02171
October 16, 2026 - Present
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Boston, MA
November 21, 2023 - October 18, 2026
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Boston, MA
September 29, 2023 - October 18, 2026
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC·CRD# 108559
RIA
Boston, MA
April 20, 2018 - March 19, 2025
FIRST REPUBLIC SECURITIES COMPANY, LLC·CRD# 105108
BD
Boston, MA
April 20, 2018 - September 29, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Boston, MA
November 11, 2014 - April 24, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Boston, MA
August 18, 2014 - April 24, 2018

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Entity Name: Satomic Investment related: No Address: satomic.ai 11585 Sorrento Valley Rd Suite 106 San Diego CA 92129 Nature of the other business: Molecule Foundry Position/Title/Relationship: Owner/Partner Start Date: 08/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Satomic's mission is to close the gap from idea to molecule with faster navigation of chemical space. We are building an automated small molecule foundry to modernize the slowest, most manual step in drug discovery: chemical synthesis. Our platform enables customers to synthesize diverse molecules with faster turnaround time, higher success rates, and orders of magnitude more chemical space coverage than existing alternatives.

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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.
IAR
Massachusetts
(10/22/2026)
IAR
Texas
(10/16/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2014About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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