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Ryan Joseph Callaghan

Investment adviser representative at The Harbor Group, Inc.
14 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. The Harbor Group, Inc.Apr 2012 to now

Designations

  • CFA
  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 2 states (NH, TX).

The Harbor Group, Inc.

$2BAssets managed
700Clients
9Advisers
41 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
6106822
Firm CRD
105637
Advisor's SEC record (opens in a new tab)
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