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Daniel Stoian Callan

Nautilus Advisors LLC

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About Daniel Stoian Callan

Daniel Stoian Callan is an Investment Advisor Representative with Nautilus Advisors LLC, a firm based in San Diego, CA. Daniel Callan has been in the financial services industry for more than 20 years and has extensive experience in portfolio management for individuals and businesses. Daniel is registered with the state of California.

Firm Information

Daniel Callan is currently registered with Nautilus Advisors LLC. Nautilus Advisors LLC is an investment advisor headquartered in San Diego, CA. They primarily serve high-net-worth individuals and individuals other than high-net-worth, with a focus on financial planning, pension consulting, and portfolio management for businesses and individuals. They manage approximately $235 million in assets for 468 clients.
Nautilus Advisors LLC

4747 MORENA BLVD.

SAN DIEGO, CA 92117

$235.28M

Assets Under Management

Not reported

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Daniel Callan’s Registration & Firm History

CA

05/21/2018 - Present

Nautilus Advisors LLC (Ladera Ranch CA)

CA

04/10/2014 - 04/11/2018

J.P. MORGAN SECURITIES LLC (ALISO VIEJO CA)

CA

12/16/2005 - 04/22/2014

CHARLES SCHWAB & CO., INC. (IRVINE CA)

CA

04/18/2005 - 11/30/2005

COUNTRYWIDE INVESTMENT SERVICES, INC. (MISSION VIEJO CA)

TN

08/25/2003 - 03/30/2005

FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)

CT

06/18/2002 - 07/25/2003

ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)

NY

06/20/2000 - 06/27/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

09/30/1999 - 06/21/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/26/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 09/29/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Daniel Stoian Callan. Review regulatory record here.
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