Eric P Callahan
Investment adviser representative at Thryve Wealth Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$304MFirm assets
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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
15 years in the industry.
- Thryve Wealth Management LLCSep 2025 to now
- Strive Asset Management, LLCDec 2024 to Sep 2025
- Momentum Independent Network Inc.Jul 2024 to Dec 2024
- Hilltop Securities, Inc.Jan 2024 to Dec 2024
- J.P. Morgan Securities LLCAug 2023 to Dec 2023
- UnemployedApr 2023 to Jul 2023
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2023
- Strategic Advisers LLCNov 2011 to Jul 2018
- Fidelity Brokerage Services LLCOct 2011 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Thryve Wealth Management
Legal name: Thryve Wealth Management LLC
$304MAssets managed
84Clients
4Advisers
1 yearIn 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
- 5881904
- Firm CRD
- 335920