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RIA / WealthAdvisorCertified Financial Planner13 years in industry

THOMAS ROBERT CALLAHAN

Advisor at RANGE ADVISORY, LLC

New York, NY | MCLEAN, VA

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Search this name across graphsid dfx:ria:0ba90eed-2d61-1ce3-b114-762dbb01389f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 1, 2021 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RANGE ADVISORY, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 9, 2021
First registration: Dec 1, 2021
Dual registered: no
IAPD individual key: 7449702

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RANGE ADVISORY, LLC	Independent wealth	Sep 23, 2025	n/a	yes	MCLEAN, VA\|New York, NY	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Sep 15, 2025	no	NEW YORK, NY\|NEW YORK, NY\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 28, 2022	Mar 31, 2025	no	NEW FAIRFIELD, CT\|NEW YORK, NY	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Dec 1, 2021	Feb 10, 2022	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	RANGE ADVISORY, LLC	Sep 15, 2025	Sep 23, 2025	8	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
EQUITABLE ADVISORS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Feb 10, 2022	Mar 28, 2022	46	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ RANGE ADVISORY, LLCRegistered adviserregistration: current employment
Sep 23, 2025 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Sep 15, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 28, 2022 to Mar 31, 2025factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 1, 2021 to Feb 10, 2022factForm ADV

Dated events

Occurred
Sep 15, 2025
Advisor changed firm
Thomas Robert Callahan left Strategic Advisers Llc for Range Advisory, Llc (registered 2025-09-23)
Form ADVobserved 5 days ago
Occurred
Feb 10, 2022
Advisor changed firm
Thomas Robert Callahan left Equitable Advisors, Llc for Fidelity Personal And Workplace Advisors (registered 2022-03-28)
Form ADVobserved 5 days ago