Natalia
Callahan

Callahan Wealth Advisory

CRD#5827322
Investment Advisor
in Orlando, FL

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About this Advisor

Natalia Callahan is a financial advisor based in Orlando, Florida, working with Callahan Wealth Advisory. Natalia has previously held positions at Ameriprise Financial Services, Inc and Callahan Wealth Advisory, LLC. Natalia has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Natalia is part of Callahan Wealth Advisory, which operates out of Orlando, Florida. The firm has 3 employees and manages assets totaling $268.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Callahan Wealth Advisory includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

Orlando, FL

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Callahan Wealth Advisory Brokerage Details

Total Assets Under Management

$268,189,100

Total Number of Employees

3

Total Number of Accounts

735

Average Account Size

$364,883

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Natalia Callahan Work History

2021 - Present (3 years)

Callahan Wealth Advisory, LLC

2010 - 2021 (11 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Natalia 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 Callahan Wealth Advisory

Natalia Callahan
Orlando, FL
Colin Callahan
Orlando, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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