Maria
Callaghan

Northwest Asset Management

CRD#5829888
Investment Advisor
in Manchester, NH

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About this Advisor

Maria Callaghan is a certified financial planner who works in Manchester, New Hampshire, who has been in the financial industry for 11 years. Callaghan is currently employed by Northwest Asset Management. Their career trajectory has included roles at Fidelity Investments, Sentinel Benefits & Financial Group, Twin Focus Capital Partners, LLC, Sageview Advisory Group, LLC, The Harbor Group, Inc and Northwest Asset Management. Callaghan has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to advise clients in New Hampshire and Washington. Northwest Asset Management is a financial advisory firm that has its headquarters in Manchester, New Hampshire. The firm has offices in 34 locations and a total of 53 financial advisors. It has $3 billion in total assets between its 8,139 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 8,139 accounts, 28% belong to high-net-worth clients who have greater than $1 million in investable assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually depend on which services are provided. However, fee types charged by Northwest Asset Management most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Manchester, NH

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Northwest Asset Management Brokerage Details

Total Assets Under Management

$3,232,723,892

NH Average: $3,566,627,242
Total Number of Employees

53

NH Average: 46
Total Number of Accounts

8,139

NH Average: 1,499
Average Account Size

$397,189

NH Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Maria Callaghan Work History

Maria has 11 years of experience.

2021 - Present (2 years)

Northwest Asset Management

2019 - 2021 (2 years)

The Harbor Group, Inc

2017 - 2018 (1 year)

Sageview Advisory Group, LLC

2016 - 2017 (1 year)

Twin Focus Capital Partners, LLC

2015 - 2016 (1 year)

Sentinel Benefits & Financial Group

2011 - 2015 (4 years)

Fidelity Investments

Disclosures

Maria Callaghan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northwest Asset Management

Loren Deshon
Mercer Island, WA
Carolina Ortiz
Mercer Island, WA
Antriksh Kandhari
Mercer Island, WA
Joseph Peters
Mercer Island, WA
Bradley Sayre
Mercer Island, WA
Maria Callaghan
Manchester, NH
Paul Orlino
Centennial, CO
Matthew Loreen
Mercer Island, WA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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