Matthew
Callahan
Snowden Capital Advisors LLC
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About this Advisor
Matthew Callahan is a financial advisor working out of Bethesda, Maryland with a total of 1 year of relevant experience. Callahan is an employee of Snowden Capital Advisors LLC. Throughout their career, they have worked at Mcdaniel College, Us Express Freight Systems, Snowden Lane Partners and Columbia Country Club. Callahan maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Maryland. Snowden Capital Advisors LLC is a registered investment firm operating out of New York, NY. The firm has offices in 12 locations and a total of 136 people on staff. It has $5 billion in total assets among its 8,037 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 16 charities and foundations. Of its 8,037 accounts, 27% belong to high-net-worth individuals who have more than $1 million in investable assets. Snowden Capital Advisors LLC performs a broad array of services, such as 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. Fees charged by financial advisors largely vary depending on which services are offered. Fee types charged by Snowden Capital Advisors LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Snowden Capital Advisors LLC Brokerage Details
$4,740,033,500
136
8,037
$589,776
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
Matthew has been registered as a financial advisor for 1 years.*
Snowden Lane Partners
Us Express Freight Systems
Mcdaniel College
Columbia Country Club
Columbia Country Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Pasadena, CA
Baltimore, MD
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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