Matthew Callahan (CRD# 7354004) is an Investment Advisor Representative working at Snowden Capital Advisors LLC in Bethesda, MD and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 5969842
Reframe Wealth, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Snowden Lane Partners | Bethesda, MD | Feb 2021 - Current | 3 |
| Unemployed | Chevy Chase, MD | Nov 2020 - Jan 2021 | < 1 |
| Us Express Freight Systems | Landover, MD | Jun 2017 - Oct 2020 | 3 |
| Mcdaniel College | Westminster, MD | Sep 2016 - May 2017 | < 1 |
| Columbia Country Club | Chevy Chase, MD | Jun 2016 - Aug 2016 | < 1 |
| Unemployed | Germantown, MD | Sep 2015 - May 2016 | < 1 |
| Columbia Country Club | Chevy Chase, MD | Jun 2015 - Aug 2015 | < 1 |
| Unemployed | Germantown, MD | Aug 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- MD
-
Total Assets Under Management5,932MILLIONS
-
Total Number of Accounts9,455ACCOUNTS
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Average Account Value$627,432
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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