Edmund
Callahan
Edelman Financial Engines
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About this Advisor
Edmund Callahan is a financial advisor based in Farmington, Connecticut, working with Edelman Financial Engines. Edmund has previously held positions at E*Trade Capital Management, LLC, E*Trade Securities LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, and Financial Engines Advisors L.L.C. Edmund has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Edmund is part of Edelman Financial Engines, which operates out of Farmington, Connecticut. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Edmund Callahan Work History
Financial Engines Advisors L.L.C
Charles Schwab & Co., Inc
Charles Schwab Bank
E*Trade Capital Management, LLC
E*Trade Securities LLC
Disclosures
Please visit the SEC profile of Edmund Callahan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edelman Financial Engines
Columbus, OH
Lynnwood, WA
Los Angeles, CA
Seal Beach, CA
Spokane Valley, WA
Tafton, PA
Fort Worth, TX
Clifton Park, NY
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