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Robert Selzer

HARBOR ASSET PLANNING, INC.·BELMONT, Massachusetts
Clean recordHARBOR ASSET PLANNING, INC.
80 MUNROE STREET, BELMONT, MA 02478CRD# 5404531Firm CRD# 144944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Selzer · BELMONT, MA
Registration
CRD #5404531 · HARBOR ASSET PLANNING, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Selzer is a registered financial advisor based in BELMONT, Massachusetts, affiliated with HARBOR ASSET PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HARBOR ASSET PLANNING, INC.
HARBOR ASSET PLANNING, INC.
AUM
$126M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HARBOR ASSET PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5404531
Firm CRD# 144944
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Selzer offer?
Robert Selzer specializes in Financial Planning, Investment Management. Contact their office in BELMONT, Massachusetts for a consultation.
What are Robert Selzer's credentials?
Robert Selzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Selzer located?
Robert Selzer 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 Robert Selzer charge for services?
Robert Selzer'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.

Ellen Debra Ginsberg
BELMONT, MA
Scott Howard Leabman
BELMONT, MA

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Research
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