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Ellen Debra Ginsberg

HARBOR ASSET PLANNING, INC.·BELMONT, Massachusetts
Series 4, Series 7, Series 24, Series 53, Series 66Clean record18 years registeredHARBOR ASSET PLANNING, INC.
80 MUNROE STREET, BELMONT, MA 02478CRD# 5195589Firm CRD# 144944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ellen Debra Ginsberg · BELMONT, MA
Registration
CRD #5195589 · HARBOR ASSET PLANNING, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

HARBOR ASSET PLANNING, INC.
Aug 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 4
Series 7
Series 24
Series 53
Series 66
Registration record
First registered · August 17, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HARBOR ASSET PLANNING, INC.
CRD 144944 · SEC 801-129471
AUM
$126M
Regulatory assets under management
Employees
3
91 client accounts
Services offered by HARBOR ASSET PLANNING, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HARBOR ASSET PLANNING, INC. →
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05

Frequently Asked Questions

What services does Ellen Debra Ginsberg offer?
Ellen Debra Ginsberg specializes in Financial Planning, Investment Management. Contact their office in BELMONT, Massachusetts for a consultation.
What are Ellen Debra Ginsberg's credentials?
Ellen Debra Ginsberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ellen Debra Ginsberg located?
Ellen Debra Ginsberg is based in BELMONT, Massachusetts, working with HARBOR ASSET PLANNING, INC.. Their office serves clients in the BELMONT metropolitan area and surrounding communities.
How does Ellen Debra Ginsberg charge for services?
Ellen Debra Ginsberg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARBOR ASSET PLANNING, INC.?
HARBOR ASSET PLANNING, INC. has approximately 3 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARBOR ASSET PLANNING, INC.

Scott Howard Leabman
BELMONT, MA

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