William Callahan has been an investment adviser representative at Sandro Wealth Management since July 2025, and is not listed among the firm’s executive officers or direct owners. William Callahan holds an MBA from Columbia University Graduate School of Business. William Callahan studied BSc in Finance at Mississippi State University.
Sandro Wealth Management LLC is a Fairfield, NJ firm with $228M under management, 55 clients and 11 advisers across 6 offices, as of its August 2026 filing.
Bill Callahan is Sr. Wealth Strategist at Sandro Wealth. He builds partnerships with growth-minded advisors seeking strategies to attract high-net-worth clients. Before joining Sandro Wealth, he served as an Investment Strategist for Schroders, where he drove sales and business development and was National Accounts Manager. He was earlier a Wealth Management Product Specialist at Merrill Lynch, overseeing multiple fee-based investment programs.
William Callahan’s longest registration was 3 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2011–2014). Before joining Sandro Wealth Management in 2025, William Callahan was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Sandro Wealth Management LLCCurrent– present · 1 yearFairfield, NJ · Adviser representative · Firm CRD 332113
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsJersey City, NJ · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
William Callahan is registered as an investment adviser representative in New Jersey, since July 2025.
- New JerseySince 15 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 February 2011 |
| Series 7 | General Securities Representative Examination | 17 December 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William R Callahan
- CRD
- 5576013
- Firm
- Sandro Wealth Management · CRD 332113
- Office
- 155 PASSAIC AVE, SUITE 400, Fairfield, NJ 07004
- Registration
- Investment adviser registration
- In the industry since
- February 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sandrowealth.com
Where does William Callahan work?
William Callahan is an investment adviser representative registered through Sandro Wealth Management LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is William Callahan a financial advisor?
Yes. William Callahan has a current investment-adviser registration in New Jersey, through Sandro Wealth Management since July 2025.
How many years of experience does William Callahan have?
William Callahan has 15 years in the financial industry, since February 2011, across 2 adviser firms.
What exams has William Callahan passed?
William Callahan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2010. FINRA credited William Callahan with the SIE, which began in October 2018.
Where did William Callahan work before Sandro Wealth Management?
Before Sandro Wealth Management, William Callahan was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2011 to October 2014.
Where is William Callahan based?
William Callahan’s registered office is in Fairfield, NJ.
Is William Callahan registered with FINRA?
No. William Callahan has no current broker registration.
How can I verify William Callahan’s record?
Search CRD 5576013 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Callahan’s full registration record.
