SR
Scott Ryan Mccaghren
CRD 5801543
Firms
| Firm | Role | As of |
|---|---|---|
| Safe Harbor Fiduciary, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Coastal Equity Management, Llc
Chief Compliance Officer · 25% – 50% · Nov 2024
-
Safe Harbor Fiduciary, Llc
Chief Compliance Officer/Managing Member · 75% or more · Jan 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗