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Donald Michael Callahan

North Capital Private Securities Corp.

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About Donald Michael Callahan

Donald Callahan is a financial professional with over 30 years of experience in the financial services industry. Donald currently works at North Capital Private Securities Corp., a firm where they have been employed since 2015. Previously, Donald worked at several other financial institutions, including Lehman Brothers Inc., Goldman, Sachs & Co., Morgan Stanley & Co. LLC, and Hales Securities, LLC. Donald is registered with FINRA as a General Securities Principal and Registered Options Principal and holds multiple licenses, including Series 3, 5, 7, 15, 24, and 63.

Firm Information

Donald Callahan is currently registered with North Capital Private Securities Corp.. North Capital Private Securities Corp. is a Corporation formed in May 2010 and is registered in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

20

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.

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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Donald Callahan’s Registration & Firm History

NJ

10/19/2017 - Present

North Capital Private Securities Corp. (Hoboken NJ)

NY

01/20/2016 - 08/03/2017

HALES SECURITIES, LLC (NEW YORK NY)

UT

01/27/2015 - 01/19/2016

NORTH CAPITAL PRIVATE SECURITIES CORPORATION (SALT LAKE CITY UT)

NY

08/19/1999 - 12/04/2012

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

07/03/1995 - 01/29/1999

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

10/25/1985 - 02/18/1994

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/09/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/09/1995

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2017

Series 3 - National Commodity Futures Examination

BC

Issued 03/17/1986

Series 15 - Foreign Currency Options Examination

BC

Issued 03/17/1986

Series 5 - Interest Rate Options Examination

BC

Issued 09/21/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Michael Callahan.
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