Mathew Callaghan is a registered investment advisor, based in Baldwin, NY, with 1 years of industry experience.
Location
2417 Grand Ave, Baldwin, NY, 11510
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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 ActivitiesSells Insurance
Mathew works as an agent team member at Marty Connor's Insurance Agency, servicing customers. This investment-related activity takes about half of his time.
Employment History
Current Registrations
State Farm Vp Management CORP.Broker
August 2024 - Present · 1 yr 9 mos
State Farm Vp Management CORP.
August 2024 - Present · 1 yr 9 mos
State Farm Investment Management CORP.
May 2024 - Present · 2 yrs
State Registrations1 state
NY
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.