Adviser and broker representative · Pinnacle Investments, LLC
William F. Callahan IV
CRD 2231750 · West Palm Beach, FL
At a glance
William F. Callahan IV is an investment adviser representative with Pinnacle Investments, LLC in West Palm Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2006, about 20 years ago. William is also registered as a broker representative.
Current advisory firm
- Pinnacle Investments, LLCSince September 2021West Palm Beach, FL · $1.3B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 4 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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