James Callahan, financial advisor Greenwich CT

James Callahan

CRD Number: 1463232
Current Firm: Pentalpha Capital Group

James Callahan (CRD# 1463232) is an Investment Advisor Representative working at Pentalpha Capital Group in Greenwich, CT and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Pentalpha Capital, LLC Greenwich, CT Jan 1997 - Current 27
Pentalpha Group, LLC Greenwich, CT Dec 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for James Callahan
Phone Number: 203-660-6100
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

CT

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