Adam
Bergeron

The Harbor Group, Inc

CRD#7073806
Investment Advisor
in Bedford, NH

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About this Advisor

Adam Bergeron is a certified financial planner based in Bedford, New Hampshire with 1 year of relevant experience. Bergeron is on the advisory team at The Harbor Group, Inc. Their career trajectory has included roles at Cornerstone Financial Planning, LLC, Panorama Wealth Strategies, Sig Sauer, Iron Empire, G4S, Brand Iron, Strafford Police Department, Madbury Police Department, The Works Health And Fitness and The Harbor Group, Inc. Bergeron maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in New Hampshire and Texas. The Harbor Group, Inc is a firm that has its headquarters in Bedford, NH. It handles $1 billion in assets under management among its 3,307 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 3,307 customer accounts, 39% belong to high-net-worth clients who have greater than $1 million in assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by The Harbor Group, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

331 South River Road
Bedford, NH 03110

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The Harbor Group, Inc Brokerage Details

Total Assets Under Management

$1,325,621,457

NH Average: $509,638,208
Total Number of Employees

18

NH Average: 12
Total Number of Accounts

3,307

NH Average: 581
Average Account Size

$400,853

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Adam Bergeron Work History

Adam has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

The Harbor Group, Inc

2020 - 2022 (2 years)

Cornerstone Financial Planning, LLC

2019 - 2020 (1 year)

Panorama Wealth Strategies

2019 - 2019 (< 1 year)

Sig Sauer

2018 - 2019 (1 year)

Iron Empire

2018 - 2018 (< 1 year)

G4S

2017 - 2018 (1 year)

Brand Iron

2015 - 2017 (2 years)

Strafford Police Department

2013 - 2015 (2 years)

Madbury Police Department

2011 - 2014 (3 years)

The Works Health And Fitness

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Bergeron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Harbor Group, Inc

Christopher Macbean
Bedford, NH
Christopher Barnes
Bedford, NH
Ryan Callaghan
Bedford, NH
Peter Lee
Bedford, NH
Adam Bergeron
Bedford, NH
Vickie Worrad
Bedford, NH
Michael Doyle
Bedford, NH
Timothy Riley
Bedford, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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