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Michael Robert Preston

NEW HARBOR FINANCIAL GROUP, LLC·WORCESTER, Massachusetts
NEW HARBOR FINANCIAL GROUP, LLC
146 MAIN STREET, WORCESTER, MA 01608CRD# 4050238Firm CRD# 155528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Robert Preston · WORCESTER, MA
Registration
CRD #4050238 · NEW HARBOR FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Michael Robert Preston is a registered financial advisor based in WORCESTER, Massachusetts, affiliated with NEW HARBOR FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
NEW HARBOR FINANCIAL GROUP, LLC
NEW HARBOR FINANCIAL GROUP, LLC
AUM
$495M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at NEW HARBOR FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4050238
Firm CRD# 155528
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Robert Preston offer?
Michael Robert Preston specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WORCESTER, Massachusetts for a consultation.
What are Michael Robert Preston's credentials?
Michael Robert Preston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Robert Preston located?
Michael Robert Preston 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 Michael Robert Preston charge for services?
Michael Robert Preston'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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Christine Marie Drisco
WORCESTER, MA
John Llodra
WORCESTER, MA

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Research
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