PC
PC

Philip Callahan

31 Years of Experience
Chicago, IL
Broker

Philip Callahan is a registered investment advisor, based in Chicago, IL, with 31 years of industry experience.

Location

200 West Madison St, Suite 2610, Chicago, IL, 60606

Get directions

History

Regulatory History
Clean regulatory record

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

Philip is a Senior Managing Director and Head of Distribution at North Square Investments LLC, an investment advisor, focusing on sales, marketing, and client service, dedicating full-time hours. He is also a Registered Representative of Foreside Fund Services, LLC, an unaffiliated Broker Dealer.

Employment History
Current Registrations
Foreside Fund Services, LLCBroker
December 2022 - Present · 3 yrs 5 mos
North Square Investments, LLC
May 2019 - Present · 7 yrs
Previous Registrations
Compass Distributors, LLCBroker
December 2018 - December 2022 · 4 yrs
Oak Ridge Investments, LLC
March 2015 - August 2018 · 3 yrs 5 mos
Imst Distributors, LLCBroker
September 2014 - December 2018 · 4 yrs 3 mos
Goldman, Sachs & CO.Broker
May 2010 - April 2014 · 3 yrs 11 mos
Neuberger Berman, LLC
April 2001 - August 2008 · 7 yrs 4 mos
Neuberger Berman, LLCBroker
November 2000 - August 2008 · 7 yrs 9 mos
Neuberger Berman Management INC.Broker
June 1996 - August 2008 · 12 yrs 2 mos
The Dreyfus Service CorporationBroker
August 1994 - January 1997 · 2 yrs 5 mos
Walnut Street Securities, INC.Broker
June 1992 - June 1995 · 3 yrs
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Philip Callahan - Financial Advisor | TrueAdvisor