Advisor at Colligan Advisory, LLC
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Firm
Colligan Advisory, LLC
Location
Concord, NH
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
John Colligan is a CFP® with 16 years of industry experience and the principal advisor at Colligan Advisory, LLC, an independent firm he founded in 2009. He holds Series 63 and Series 65 licenses and operates from Concord, NH. Colligan Advisory provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $70 million in assets, focusing on strategic and tactical asset allocation using both fundamental and technical analysis across various asset classes, with a long-term approach that allows for shorter-term adjustments.
0.30% to 1.00% annually (based on factors such as complexity, asset level, relationship)
$400 per hour (financial planning services)
Concord, NH
New Hampshire
Colligan Advisory, LLC
2009 - Present (17 years)
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Real estate agent
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Other specialized services
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