Member · Integrous Wealth Strategies
Sean Callagy
CRD 8255777 · Named on Form ADV at one SEC-registered adviser
At a glance
Integrous Wealth Strategies, an SEC-registered wealth manager based in Hamilton, NJ with $216 million in regulatory assets, lists Sean Callagy on its Form ADV as Member, a control person.
Firms and roles
- Integrous Wealth StrategiesMemberWealth manager · Hamilton, NJ · $216M in regulatory assets
AtlasMembers
Sean’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David L. BailinManaging Director, Integrous Wealth Strategies
- Nancy L. BailinManaging Director, Integrous Wealth Strategies
- Jaslynn VesuvioMember, Integrous Wealth Strategies
- Carly L. KleimanChief Compliance Officer, Integrous Wealth Strategies
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.