Andrew CallaghanCRD Number: 1914744
Current Firm: American Trust Investment Advisors, LLC
Andrew Callaghan (CRD# 1914744) is an Investment Advisor Representative working at American Trust Investment Advisors, LLC in Lebanon, NH and has over 29 years of experience in the finance industry.
The Wealth Conservatory
Sj Boyle Wealth Planning, LLC
Chadwick & D'amato, LLC
|American Trust Investment Advisors, LLC||Lebanon, NH||Jun 2009 - Current||9|
|American Trust Company||Lebanon, NH||Aug 2006 - Jun 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1989|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management200MILLIONS
Total Number of Accounts182ACCOUNTS
Average Account Value$1,097,008
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, MA, ME, NH, TX, VT
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