Peter
Lee

The Harbor Group, Inc

CRD#3254386
Investment Advisor
in Bedford, NH

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About this Advisor

Peter Lee is a certified financial planner working out of Bedford, New Hampshire who has 1 year of relevant experience. Lee is on the advisory team at The Harbor Group, Inc. Throughout their career, they have worked at The Harbor Group, Inc, Bigelow & Company and Dicicco, Gulman & Co. Lee has a Series 63 license, which qualifies them as a securities representative, and can advise clients in New Hampshire. The Harbor Group, Inc is a financial advisory firm that has its headquarters in Bedford, NH. It handles $1 billion in total assets between its 3,307 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 3,307 accounts, 39% are associated with high-net-worth investors who have at least $1 million in assets. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically are based on which services are offered. Fee types billed by The Harbor Group, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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

Peter Lee Work History

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

2022 - Present (2 years)

The Harbor Group, Inc

2014 - 2022 (8 years)

Bigelow & Company

2012 - 2014 (2 years)

Dicicco, Gulman & Co

*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 Peter Lee 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

Peter Lee
Bedford, NH
Christopher Barnes
Bedford, NH
Ryan Callaghan
Bedford, NH
Christopher Macbean
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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