Sachetta & Callahan, LLC

Sachetta & Callahan, LLC (CRD# 145713) is a financial advisory firm headquartered in Lynnfield, MA. They manage $145,259,624 in 1,033 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    1,033
    ACCOUNTS
  • Average Account Value
    $140,619
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Sachetta & Callahan, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Callahan
CRD#: 4649835
600 Market Street, Suite 684, Lynnfield, MA 01940
93
Wealthminder
score

Michael Callahan (CRD# 4649835) is an Investment Advisor Representative working at Sachetta & Callahan, LLC in Lynnfield, MA and has over 11 years of experience in the finance industry.

2
Joseph Sachetta
CRD#: 4866579
600 Market Street, Suite 684, Lynnfield, MA 01940
90
Wealthminder
score

Joseph Sachetta (CRD# 4866579) is an Investment Advisor Representative working at Sachetta & Callahan, LLC in Lynnfield, MA and has 1 year of experience in the finance industry. Joseph Sachetta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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