Natalia Bellote Callahan
Investment adviser representative at Callahan Wealth Advisory
16 yearsExperience
1 stateRegistered in
$372.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Callahan Wealth Advisory, LLCSep 2021 to now
- Ameriprise Financial Services, Inc.Jul 2010 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Callahan Wealth Advisory
Legal name: Callahan Wealth Advisory, LLC
$372.2MAssets managed
290Clients
2Advisers
5 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
- 5827322
- Firm CRD
- 316124