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Andrew Carey Callaghan

American Trust Investment Advisors, LLC

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About Andrew Carey Callaghan

Andrew Callaghan is a registered investment advisor representative with American Trust Investment Advisors, LLC. Andrew has been in the industry since 1989 and has experience in a variety of investment areas. Andrew has a Series 65 and a Series 63 license. American Trust Investment Advisors, LLC is located in Lebanon, NH and manages over $300 million in assets for 147 clients. The firm primarily works with individuals, high-net-worth individuals, and charitable organizations. Andrew Callaghan is registered to provide investment advice in New Hampshire and Vermont.

Firm Information

Andrew Callaghan is currently registered with American Trust Investment Advisors, LLC. American Trust Investment Advisors, LLC is an investment advisor registered with the SEC and located in Lebanon, NH. The firm manages approximately $307.8 million in assets for individuals, charitable organizations, and high-net-worth individuals. The firm provides portfolio management services.
American Trust Investment Advisors, LLC

67 ETNA ROAD

LEBANON, NH 03766-1358

$307.81M

Assets Under Management

147

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Callaghan’s Registration & Firm History

NH

03/25/2024 - Present

American Trust Investment Advisors, LLC (LEBANON NH)

NY

03/31/1995 - 02/15/2006

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

01/24/1989 - 03/06/1995

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/11/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/22/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 08/27/1997

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 01/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Carey Callaghan.
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