Matthew
Callahan

Snowden Capital Advisors LLC

CRD#7354004
Investment Advisor
in Bethesda, MD

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About this Advisor

Matthew Callahan is a financial advisor based in Bethesda, Maryland, working with Snowden Capital Advisors LLC. Matthew has previously held positions at Mcdaniel College, Us Express Freight Systems, Snowden Lane Partners, and Columbia Country Club. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Matthew is part of Snowden Capital Advisors LLC, which operates out of Bethesda, Maryland. The firm has 15 offices and 148 employees. The firm manages assets totaling $5.9 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, and educational seminars. The fee structure at Snowden Capital Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8120 Woodmont Avenue Suite 700
Bethesda, MD 20814

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Snowden Capital Advisors LLC Brokerage Details

Total Assets Under Management

$5,932,368,220

MD Average: $7,464,549,021
Total Number of Employees

148

MD Average: 88
Total Number of Accounts

9,455

MD Average: 3,892
Average Account Size

$627,432

MD Average: $1,917,921

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
  • Educational seminars/workshops

Matthew Callahan Work History

2021 - Present (3 years)

Snowden Lane Partners

2017 - 2020 (3 years)

Us Express Freight Systems

2016 - 2017 (1 year)

Mcdaniel College

2016 - 2016 (< 1 year)

Columbia Country Club

2015 - 2015 (< 1 year)

Columbia Country Club

Disclosures

Please visit the SEC profile of Matthew 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 Snowden Capital Advisors LLC

Sharon Bowen
Pittsburgh, PA
Robert Hoffman
New York, NY
Omar Macias
Miami, FL
Loretta Manzanares
New York, NY
Paula Gaibor
New York, NY
John Giannattasio
New Haven, CT
Caesar Cepeda
Pasadena, CA
Tony Esses
Miami, FL

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