Stephen Anthony Callahan
Investment adviser representative at Brookwood Investment Group
22 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.3BFirm assets
Are you Stephen Anthony Callahan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Brookwood Investment GroupJun 2026 to now
- Callahan Investment Advisor, LLCNov 2013 to now
- Sole ProprietorJun 2004 to Dec 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Brookwood Investment Group
Legal name: Brookwood Investment Group LLC
$1.3BAssets managed
3,506Clients
68Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2291501
- Firm CRD
- 316544