John McColgan, financial advisor Summit NJ

John McColgan

CRD Number: 4908001
Current Firm: Prospect Hill Management, LLC

John McColgan (CRD# 4908001) is an Investment Advisor Representative working at Prospect Hill Management, LLC in Summit, NJ and has over 20 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Prospect Hill Management, LLC Summit, NJ Feb 2000 - Current 24
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for John T. McColgan
Phone Number: 908-277-0159
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    175
    MILLIONS
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $4,167,926
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

NJ

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