Brian Patrick Callahan

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-06-16
TX	RA	APPROVED	2025-06-05
VA	RA	APPROVED	2025-06-05

MA RA
APPROVED

Since 2025-06-16
TX RA
APPROVED

Since 2025-06-05
VA RA
APPROVED

Since 2025-06-05

Branch Locations

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States

Marblehead, MA • United States

25 Burlington Mall Rd Suite 405, Burlington, Town Of, MA 01803 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Nylife Securities Llc	San Ramon	CA	07/2014	07/2017
New York Life Insurance Company	San Ramon	CA	06/2014	07/2017
Eagle Strategies Llc	San Ramon	CA	09/2014	12/2018
Mass Mutual Life Insurance Company	San Francisco	CA	07/2017	12/2018
Mml Investors Services	San Francisco	CA	08/2017	12/2018
Lenox Advisors, Inc	San Francisco	CA	07/2017	12/2018
Charles Schwab & Co., Inc.	Walnut Creek	CA	01/2019	09/2021
Charles Schwab Bank Ssb	Walnut Creek	CA	01/2019	09/2021
Fisher Investments	Martinez	CA	09/2021	11/2024
Camarda Wealth Advisory Group	Fleming Island	FL	11/2024	05/2025
Edelman Financial Engines	Santa Clara	CA	06/2025	Present

07/2014 → 07/2017

Nylife Securities Llc

San Ramon, CA
06/2014 → 07/2017

New York Life Insurance Company

San Ramon, CA
09/2014 → 12/2018

Eagle Strategies Llc

San Ramon, CA
07/2017 → 12/2018

Mass Mutual Life Insurance Company

San Francisco, CA
08/2017 → 12/2018

Mml Investors Services

San Francisco, CA
07/2017 → 12/2018

Lenox Advisors, Inc

San Francisco, CA
01/2019 → 09/2021

Charles Schwab & Co., Inc.

Walnut Creek, CA
01/2019 → 09/2021

Charles Schwab Bank Ssb

Walnut Creek, CA
09/2021 → 11/2024

Fisher Investments

Martinez, CA
11/2024 → 05/2025

Camarda Wealth Advisory Group

Fleming Island, FL
06/2025 → Present

Edelman Financial Engines

Santa Clara, CA

Previous Registrations

2024-12-02 → 2025-06-20

Camarda Wealth Advisory Group

Marblehead, MA

Fleming Island, FL
2021-09-22 → 2024-11-19

Fisher Investments

Martinez, CA

Plano, TX
2019-01-24 → 2021-09-20

Charles Schwab & Co., Inc.

San Francisco, CA

Walnut Creek, CA
2017-09-11 → 2018-12-27

Mml Investors Services, Llc

Pleasant Hill, CA
2014-09-15 → 2017-07-06

Eagle Strategies Llc

San Ramon, CA

Chicago, IL

Oakland, CA

San Ramon, CA
2013-12-17 → 2014-06-24

Northwestern Mutual Investment Services, Llc

Chicago, IL

Other Businesses

1) Rental Property; INVESTMENT RELATED: No; ADDRESS: Marblehead, MA 01945; NATURE: Rental Property; POSITION: Owner; START DATE: 04/30/2020; NUMBER OF HOURS/MONTH: 2 hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 hrs; DUTIES: I own the property. My wife and I are landlords.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-12-14
S63	Uniform Securities Agent State Law Examination	2011-04-15

S65 Uniform Investment Adviser Law Examination

2013-12-14
S63 Uniform Securities Agent State Law Examination

2011-04-15

Designations

Certified Financial Planner

Other Names

Brian Patrick Callahan

View on SEC IAPD