Adam
Bergeron
The Harbor Group, Inc
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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The Harbor Group, Inc Brokerage Details
$1,325,621,457
18
3,307
$400,853
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.*
The Harbor Group, Inc
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
*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
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
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.
