Edmund Michael Callahan

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 05/2016 → 10/2018
  Charles Schwab & Co., Inc.
  Greenwich, CT
• 05/2016 → 10/2018
  Charles Schwab Bank
  Greenwich, CT
• 10/2018 → 08/2025
  Financial Engines Advisors L.L.C
  Farmington, CT
• 08/2025 → Present
  Prime Capital Financial
  Overland Park, KS

Previous Registrations

• 2018-11-28 → 2025-09-18
  Edelman Financial Engines
  Farmington, CT
• 2016-05-31 → 2018-11-12
  Charles Schwab & Co., Inc.
  Greenwich, CT
  Stamford, CT
• 2014-04-10 → 2016-04-22
  Harrisdirect Llc
  Arlington, VA
  Scarsdale, NY
• 2011-01-25 → 2013-03-11
  Strategic Advisers Llc
  Greensboro, NC
  Greenwich, CT
• 2010-10-01 → 2010-12-02
  Morgan Stanley
  Greenwich, CT

Other Businesses

(1) Prime Capital Investment Advisors, LLC is 100% owned by CHHSZ Holdings, LLC. Edmund Michael Callahan is a member of CHHSZ Holdings, LLC and as such is entitled to receive a share of the company's profits. (2) Ski Home Airbnb; Investment Related: No; Address: 86 Pineapple Hill Ln, Jamaica, VT 05343; Nature: Occasional short term ski home rental on Airbnb; Position: Owner; Number of hours/Mth: 05hrs; Securities Trading Hours: 0hrs; Duties: Management of the rental.

Exams

• S66 Uniform Combined State Law Examination
  2010-09-23

Designations

• Certified Financial Planner

Other Names

• Edmund Callahan