Stephen Callahan (CRD# 1898482) is an Investment Advisor Representative working at Callahan & Callahan Asset Management, Inc. in Woodland Hills, CA and has over 35 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Discount Brokerage, Inc. | Rocky River, OH | Oct 2002 - Current | 21 |
| Callahan & Callahan Asset Management, Inc. | Woodland Hills, CA | Oct 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1988 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management8MILLIONS
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Total Number of Accounts3ACCOUNTS
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Average Account Value$2,719,136
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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