Thomas M. Callahan

BOSTON FAMILY ADVISORS LLC

Boston, MA 02116

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CRD#: 6401236

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.

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

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

State Security Law Exam

Series 63

Date: 11/20/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/11/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/23/2014

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (2 States and Territories)

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 Accounts	283
AUM (Assets Under Management)	$ 284,939,309

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E 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.

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Thomas M. Callahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Michael Callahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOSTON FAMILY ADVISORS LLC

FOCUS PARTNERS WEALTH, LLC

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

BOSTON FAMILY ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/20/2014

SIE

Date: 5/11/2015

Series 7

Date: 10/23/2014

Current Firm

BOSTON FAMILY ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BOSTON FAMILY ADVISORS LLC

TRUST BUT VERIFY

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