Unclaimed Profile

John Llodra

NEW HARBOR FINANCIAL GROUP, LLC·WORCESTER, Massachusetts

Series 7, Series 66Clean record21 years registeredNEW HARBOR FINANCIAL GROUP, LLC

146 MAIN STREET, WORCESTER, MA 01608CRD# 4675045Firm CRD# 155528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Llodra · WORCESTER, MA

Registration

CRD #4675045 · NEW HARBOR FINANCIAL GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

NEW HARBOR FINANCIAL GROUP, LLC

Jan 2011 – present

COMMONWEALTH FINANCIAL NETWORK

Jan 2005 – Dec 2010

LEOMINSTER, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 20, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEW HARBOR FINANCIAL GROUP, LLC

CRD 155528 · SEC 801-72007

AUM

$495M

Regulatory assets under management

Employees

1,972 client accounts

Services offered by NEW HARBOR FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEW HARBOR FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does John Llodra offer?

John Llodra specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WORCESTER, Massachusetts for a consultation.

What are John Llodra's credentials?

John Llodra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Llodra located?

John Llodra is based in WORCESTER, Massachusetts, working with NEW HARBOR FINANCIAL GROUP, LLC. Their office serves clients in the WORCESTER metropolitan area and surrounding communities.

How does John Llodra charge for services?

John Llodra'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 NEW HARBOR FINANCIAL GROUP, LLC?

NEW HARBOR FINANCIAL GROUP, LLC has approximately 7 employees and manages $495M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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