Colin Callahan is a registered investment advisor at Callahan Wealth Advisory, based in Orlando, FL, with 34 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 267 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Callahan Wealth Advisory offers investment management through wrap accounts. The fees for this service are detailed in the firm's Wrap Fee Program Brochure. Please refer to that brochure for specific fee information.
Location
Orlando, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Colin is self-publishing and selling a series of children's books online under the name Tombstones Books. This activity, which is not investment-related, takes a few hours per week.
Employment History
Current Registrations
Callahan Wealth Advisory
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Tucker Anthony IncorporatedBroker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.