Eamon Thomas Callahan

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2012-05-14
TX	RA	APPROVED	2006-06-01
FL	RA	APPROVED	2006-05-30

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Garden City	NY	09/2005	Present
Bank Of America, N.A.	Garden City	NY	11/2009	Present

09/2005 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Garden City, NY
11/2009 → Present

Bank Of America, N.A.

Garden City, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-05-26
S63	Uniform Securities Agent State Law Examination	2000-02-10

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