Robert
Callaghan

Vanderbilt Advisory Services

CRD#5412820
Investment Advisor
in Weston, MA

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About this Advisor

Robert Callaghan is a financial advisor based in Weston, Massachusetts, working with Vanderbilt Advisory Services. Robert has previously held positions at Pursuit Capital Marketing LLC and Ark Global LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Robert is part of Vanderbilt Advisory Services, which operates out of Weston, Massachusetts. The firm has 25 offices and 107 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Vanderbilt Advisory Services includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

44 Tamarack Road
Weston, MA 02493

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Vanderbilt Advisory Services Brokerage Details

Total Assets Under Management

$1,103,544,071

MA Average: $7,464,549,021
Total Number of Employees

107

MA Average: 88
Total Number of Accounts

5,069

MA Average: 3,892
Average Account Size

$217,704

MA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Robert Callaghan Work History

2020 - Present (4 years)

Ark Global LLC

2007 - Present (17 years)

Pursuit Capital Marketing LLC

Disclosures

Please visit the SEC profile of Robert Callaghan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vanderbilt Advisory Services

Yonatan Schreiber
Brookline, MA
Gregory Mistovich
Hudson, MA
Ruth Arriaza
Woodbury, NY
Hillary Brevig
Woodbury, NY
Thomas Kelly
Woodbury, NY
Kerim Tulun
Warwick, NY
Eric Goodman
West Babylon, NY
Max Mintz
Woodbury, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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