Margaret Mary Callahan
Investment adviser representative at Brio Financial Group
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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
- Pension consulting
Experience
11 years in the industry.
- Brio Financial GroupJan 2026 to now
- Focus Partners Wealth, LLCSep 2025 to Jan 2026
- UnemployedJun 2025 to Aug 2025
- Rtd FinancialJan 2023 to Jun 2025
- Mor Wealth ManagementJun 2022 to Aug 2022
- Metlife Investment ManagementJul 2021 to Aug 2021
- Resnick Academic Support CenterAug 2020 to Jan 2023
- N/aSep 2015 to Jun 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Brio Financial Group
Legal name: Brio Consultants, LLC
$1.1BAssets managed
804Clients
16Advisers
8 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
- 7578833
- Firm CRD
- 289889