Eric P Callahan

Employer firm

Thryve Wealth Management CRD 335920

$304M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → 03/2023
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2011 → 03/2023
  Fidelity Brokerage Services Llc
  Plano, TX
• 08/2023 → 12/2023
  J.P. Morgan Securities Llc
  Carrollton, TX
• 11/2011 → 07/2018
  Strategic Advisers Llc
  Katy, TX
• 04/2023 → 07/2023
  Unemployed
  Coppell, TX
• 01/2024 → 12/2024
  Hilltop Securities, Inc.
  Dallas, TX
• 07/2024 → 12/2024
  Momentum Independent Network Inc.
  Dallas, TX
• 09/2025 → Present
  Thryve Wealth Management Llc
  Dallas, TX
• 12/2024 → 09/2025
  Strive Asset Management, Llc
  Dallas, TX

Previous Registrations

• 2023-08-31 → 2024-01-05
  J.P. Morgan Securities Llc
  Carrollton, TX
  Carrollton, TX
• 2018-07-13 → 2023-03-13
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2011-11-11 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
  Katy, TX

Exams

• S66 Uniform Combined State Law Examination
  2011-11-10
• S63 Uniform Securities Agent State Law Examination
  2011-04-30

Designations

• Certified Financial Planner

Other Names

• Eric Callahan
• Eric P Callahan
• Eric Paul Callahan