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Robert J Callaghan

Vanderbilt Advisory Services

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About Robert J Callaghan

Robert Callaghan is a financial advisor registered with Vanderbilt Advisory Services. Robert is also registered with the state of Massachusetts and holds Series 7, Series 63, Series 65, Series 24, and SIE licenses. Robert has been in the industry since June 2008. Robert previously worked at Pursuit Capital Marketing, LLC. Robert specializes in providing financial planning services, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Robert Callaghan is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

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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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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Robert Callaghan’s Registration & Firm History

MA

10/03/2023 - Present

Vanderbilt Advisory Services (WELLESLEY MA)

MA

02/15/2011 - 08/26/2020

PURSUIT CAPITAL MARKETING, LLC (MEDFIELD MA)

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Licenses & Designations

BC

Issued 07/09/2010

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/20/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert J Callaghan.
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