Michael
Doyle

The Harbor Group, Inc

CRD#4583471
Investment Advisor
in Bedford, NH

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About this Advisor

Michael Doyle is a certified financial planner who works in Bedford, New Hampshire with 1 year of industry experience. Doyle works at The Harbor Group, Inc. During their career, the advisor has held roles at Fidelity Investments, Fidelity Personal And Workplace Advisors and The Harbor Group, Inc. Doyle holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and can work in New Hampshire. The Harbor Group, Inc is a financial advisory company that has its headquarters in Bedford, NH. It handles $1 billion in assets under management between its 3,307 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 3,307 accounts, 39% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees depend on which services the firm provides the client. However, fees charged by The Harbor Group, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, 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

Michael Doyle Work History

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

2022 - Present (2 years)

The Harbor Group, Inc

2018 - 2022 (4 years)

Fidelity Personal And Workplace Advisors

2000 - 2022 (22 years)

Fidelity Investments

*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 Michael Doyle 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 Barnes
Bedford, NH
Peter Lee
Bedford, NH
Christopher Macbean
Bedford, NH
Ryan Callaghan
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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