Scott Ryan Mccaghren
Investment adviser representative at Safe Harbor Fiduciary, LLC
11 yearsExperience
3 statesRegistered in
$129.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Coastal Equity Management, LLCNov 2024 to now
- Safe Harbor Tax Advisory, LLCMay 2016 to now
- Safe Harbor Fiduciary, LLCJul 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 3 states (AL, FL, TX).
Safe Harbor Fiduciary, LLC
$129.9MAssets managed
346Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5801543
- Firm CRD
- 169659