George
Zaharopoulos

Measured Wealth Private Client Group, LLC

CRD#4721155
Investment Advisor
in Portsmouth, NH

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About this Advisor

George Zaharopoulos is a financial advisor based in Portsmouth, New Hampshire, working with Measured Wealth Private Client Group, LLC. George has previously held positions at Prudential, Prudential Investment Management Services LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Hd Vest Financial Services, Hd Vest Advisory Services, Adp/Randstad, Massachusetts Mutual Life Insurance Company, Mml Distributors LLC, Wells Fargo Clearing Services LLC, Wells Fargo Clearing Services, LLC, and Measured Wealth Private Client Group, LLC. George has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and New Hampshire. Currently, George is part of Measured Wealth Private Client Group, LLC, which operates out of Portsmouth, New Hampshire. The firm has 2 offices and 12 employees. The firm manages assets totaling $408.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Measured Wealth Private Client Group, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

303 Islington Street
Portsmouth, NH 03801

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Measured Wealth Private Client Group, LLC Brokerage Details

Total Assets Under Management

$408,117,485

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

12

NH Average: 12
Total Number of Accounts

1,313

NH Average: 581
Average Account Size

$310,828

NH Average: $877,174

Investment Advisory Services

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

George Zaharopoulos Work History

2024 - Present (0 year)

Measured Wealth Private Client Group, LLC

2021 - Present (3 years)

Wells Fargo Clearing Services, LLC

2021 - Present (3 years)

Wells Fargo Clearing Services, LLC

2017 - 2020 (3 years)

Wells Fargo Clearing Services LLC

2017 - 2020 (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2017 (1 year)

Massachusetts Mutual Life Insurance Company

2016 - 2017 (1 year)

Mml Distributors LLC

2015 - 2016 (1 year)

Hd Vest Financial Services

2015 - 2016 (1 year)

Hd Vest Advisory Services

2015 - 2016 (1 year)

Adp/Randstad

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Bank Of America, N.A

2007 - 2014 (7 years)

Prudential

2007 - 2014 (7 years)

Prudential Investment Management Services LLC

Disclosures

Please visit the SEC profile of George Zaharopoulos 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 Measured Wealth Private Client Group, LLC

Edward Miller
Portsmouth, NH
Eric Tierno
Portsmouth, NH
Jay Levy
Portsmouth, NH
Kelly Foss-Root
Portsmouth, NH
Edward Benway
Portsmouth, NH
George Zaharopoulos
Portsmouth, NH
John Black
Portsmouth, NH
David Mcnamee
Sanford, ME

The content in this profile was updated by SmartAsset on 6/19/2024. 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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