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MC

Margaret M. Callahan

BRIO FINANCIAL GROUP
San Francisco, CA 94104
Some features on this profile are disabled
CRD#: 7578833
MC

Professional summary

Margaret Mary Callahan, who also goes by Margaret Callahan, is a registered financial advisor currently at BRIO FINANCIAL GROUP located in San Francisco, California.

Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Margaret has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Margaret Callahan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Mary Callahan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 29, 2026 - Present

BRIO FINANCIAL GROUP

Office #1: 19 Sutter Street, San Francisco, CA 94104
RIA
CRD#: 289889
San Francisco, CA
Past

September 19, 2025 - January 29, 2026

FOCUS PARTNERS WEALTH, LLC

RIA
CRD#: 159289
Palo Alto, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BRIO FINANCIAL GROUP
BRIO CONSULTANTS, LLC | BRIO FINANCIAL GROUP

CRD#: 289889 / SEC#: 801-111830

RIA
Registered Investment Advisory firm - (10/13/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/29/2026)

Exams

Current Firm

BF
BRIO FINANCIAL GROUP
BRIO CONSULTANTS, LLC | BRIO FINANCIAL GROUP

CRD#: 289889 / SEC#: 801-111830

RIA
Registered Investment Advisory firm - (10/13/2017 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
19 Sutter Street, San Francisco, CA 94104
Mailing Address
Phone number
(415) 623-2450
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A: FIRM BROCHURE (3/20/2026)
ADV PART 2A APPENDIX 1: WRAP FEE PROGRAM BROCHURE (3/20/2026)

Regulatory assets under management

Total Number of Accounts804
AUM (Assets Under Management)$ 1,057,978,008

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BRIO FINANCIAL GROUP

CRD#: 289889San Francisco, CA 94104

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