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TC

Thomas M. Callahan

BOSTON FAMILY ADVISORS
Boston, MA 02116
Some features on this profile are disabled
CRD#: 6401236
TC

Professional summary

Thomas Michael Callahan, CFP®, who also goes by Thomas Callahan, Thomas Michael Callahan, is a registered financial advisor currently at BOSTON FAMILY ADVISORS LLC located in Boston, Massachusetts.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Thomas has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Thomas Callahan | Thomas Michael 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 Thomas Michael 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: 2018

Experience

Current

February 1, 2022 - Present

BOSTON FAMILY ADVISORS LLC

Office #1: 118 Newbury Street Suite 2, Boston, MA 02116
RIA
CRD#: 299060
Boston, MA
Past

May 20, 2020 - October 12, 2021

FOCUS PARTNERS WEALTH, LLC

RIA
CRD#: 159289
BOSTON, MA
Past

October 23, 2014 - May 11, 2015

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
NEEDHAM HEIGHTS, MA

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".
BF
BOSTON FAMILY ADVISORS LLC
BFA FAMILY OFFICES | BOSTON FAMILY ADVISORS LLC

CRD#: 299060 / SEC#: 801-128445

RIA
Registered Investment Advisory firm - (8/2/2023 Approved)
Massachusetts
Registered Investment Advisory firm - (8/8/2023 Terminated)

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
Massachusetts
(2/1/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 11/20/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/11/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/23/2014
General Securities Representative Examination

Current Firm

BF
BOSTON FAMILY ADVISORS LLC
BFA FAMILY OFFICES | BOSTON FAMILY ADVISORS LLC

CRD#: 299060 / SEC#: 801-128445

RIA
Registered Investment Advisory firm - (8/2/2023 Approved)
Massachusetts
Registered Investment Advisory firm - (8/8/2023 Terminated)
PREMIUM
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Contact information

Main Address
118 Newbury Street Suite 2, Boston, MA 02116
Mailing Address
Phone number
(617) 963-0904
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (2 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

BFA DISCLOSURE BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts283
AUM (Assets Under Management)$ 284,939,309

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/18/2025
Cover Page
Report
09/24/2024
Cover Page
Report
12/28/2023
Cover Page
Report

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

BOSTON FAMILY ADVISORS LLC

CRD#: 299060Boston, MA 02116

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