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 based in Manchester, New Hampshire, with a total of 2 years of industry experience. Callaghan is currently employed by Northwest Asset Management. Over the course of their career, they have held 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 maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in New Hampshire and Washington. Northwest Asset Management is a financial advisory company based out of Mercer Island, WA. The investment advisory business has offices in 66 locations and a total of 55 people on staff. It handles $3 billion in assets among its 8,627 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 8,627 accounts, 26% belong to high-net-worth investors who have more than $1 million in investable assets. Northwest Asset Management has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fee schedules vary depending on which services are provided. Fees charged by Northwest Asset Management can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

Office Location

Manchester, NH

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Northwest Asset Management Brokerage Details

Total Assets Under Management

$3,027,418,741

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

55

NH Average: 46
Total Number of Accounts

8,627

NH Average: 1,499
Average Account Size

$350,924

NH Average: $2,379,338

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 been registered as a financial advisor for 2 years.*

2021 - Present (3 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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Maria 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 Northwest Asset Management

Mahum Prasad
Mercer Island, WA
Candida Casey
Chicago, IL
Douglass Mccrae
Mercer Island, WA
Austin Cunningham
Mercer Island, WA
Carolina Ortiz
Mercer Island, WA
Antriksh Kandhari
Mercer Island, WA
Joseph Schreiber
Mercer Island, WA
Noura Alsheikh
Mercer Island, WA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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