Callanan, David, James

Ownership stakes

• Strategic Investment Advisors, Llc
  Member · 50% – 75% · Nov 2024
• Impact Partnership Wealth, Llc
  Trustee · 25% – 50% · Nov 2024
• Madison Avenue Securities, Llc
  Member · Less than 5% · Oct 2024
• Madison Avenue Securities, Llc
  Llc Member · 25% – 50% · Oct 2024
• Ae Wealth Management, Llc
  Managing Member · 50% – 75% · Sep 2024
• Ae Wealth Management, Llc
  Chief Executive Officer · Less than 5% · Sep 2024
• Veta Investment Partners, Llc
  Trustee · GP / trustee / elected manager · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗