Paul Callahan (CRD# 2296372) is an Investment Advisor Representative working at Sumnicht & Associates, LLC in Cape Coral, FL and has over 31 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sumnicht & Associates, LLC | Pocasset, MA | Apr 2005 - Current | 19 |
| Shake-a-leg Foundation | Newport, RI | May 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
- FL
-
Total Assets Under Management287MILLIONS
-
Total Number of Accounts107ACCOUNTS
-
Average Account Value$2,683,882
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, TX, WI
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