TrueAdvisor
TrueAdvisor
MC
CFP
MC
CFP

Maria Callaghan

Raymond James Financial Services Advisors, INC
14 Years of Experience
Bedford, NH
May Earn Commission
View SEC Summary
View SEC Summary

Maria Callaghan is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bedford, NH, with 14 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3 Executive Park Drive, Suite 205, Bedford, NH, 03110

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2026 - Present · 5 mos
Previous Registrations
Financial Strategies Retirement Partners
January 2026 - April 2026 · 3 mos
Commonwealth Financial Network
November 2025 - May 2026 · 6 mos
Northwest Asset Management
June 2021 - July 2025 · 4 yrs 1 mo
The Harbor Group, INC.
February 2019 - September 2021 · 2 yrs 7 mos
Sageview Advisory Group, LLC
November 2017 - January 2019 · 1 yr 2 mos
Cetera Advisor Networks LLCBroker
October 2017 - December 2018 · 1 yr 2 mos
Twin Focus Capital Partners, LLC
November 2016 - September 2017 · 10 mos
Sentinel Pension Advisors INC
November 2015 - October 2016 · 11 mos
Sentinel Securities, INC.Broker
November 2015 - October 2016 · 11 mos
Strategic Advisers, INC.
June 2013 - November 2015 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
September 2011 - November 2015 · 4 yrs 2 mos
Nylife Securities LLCBroker
February 2011 - June 2011 · 4 mos
State Registrations1 state
NH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Bedford, NH →All financial advisors in New Hampshire →