John P. Colligan
Professional summary
John Patrick Colligan, CFP®, who also goes by Max Colligan, is a registered financial advisor currently at COLLIGAN ADVISORY, LLC located in Concord, New Hampshire.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. John has worked at 8 firms and has passed the Series 65, Series 63, Series 52, Series 17, Series 7, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Patrick Colligan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
February 12, 2010 - Present
COLLIGAN ADVISORY, LLC
November 6, 2003 - December 23, 2008
CITIGROUP GLOBAL MARKETS INC.
April 1, 1996 - March 17, 1997
J.P. MORGAN SECURITIES INC.
May 6, 1994 - April 1, 1996
CHASE SECURITIES, INC.
September 8, 1992 - May 3, 1994
KIDDER, PEABODY & CO. INCORPORATED
January 28, 1992 - September 9, 1992
GOLDMAN SACHS & CO. LLC
April 3, 1986 - January 28, 1992
SALOMON BROTHERS INC.
July 25, 1984 - January 31, 1986
DEUTSCHE BANK SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/16/2010)
Exams
Series 17
Date: 11/6/2003
Limited Registered Representative ExaminationCurrent Firm
COLLIGAN ADVISORY, LLC
CRD#: 152580 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 54 |
| AUM (Assets Under Management) | $ 71,391,627 |
Red Flags
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