Michael Sean Callahan
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 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
12 years in the industry.
- Emcee Services LtdJan 2025 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Fs Advisors Wealth ManagementSep 2022 to now
- Cetera Wealth Services, LLCAug 2020 to now
- Fox-smith Wealth ManagementApr 2022 to Sep 2022
- Fox-smith Wealth ManagementAug 2020 to Mar 2022
- Unemployed - SearchingJun 2020 to Aug 2020
- Transamerica CorporationJan 2020 to Jun 2020
- Unemployed- Travel, Parenting, Job SearchJan 2019 to Dec 2019
- Charles Schwab & Co., Inc.Oct 2014 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6407149
- Firm CRD
- 105644