AdvisorOS Directory
Claim Profile
Unclaimed Profile
MP

Michael Robert Preston

NEW HARBOR FINANCIAL GROUP, LLC·WORCESTER, Massachusetts
SIE, Series 7, Series 63, Series 65CFPClean record22 years registeredNEW 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 · 22 years registered
Brand Profile
Not yet started
01

Career History

NEW HARBOR FINANCIAL GROUP, LLC
Jan 2011 – present
UBS FINANCIAL SERVICES INC.
Feb 2004 – Feb 2005
WORCESTER, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · February 2, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
NEW HARBOR FINANCIAL GROUP, LLC
CRD 155528 · SEC 801-72007
AUM
$495M
Regulatory assets under management
Employees
7
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

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WORCESTER?

Browse all registered financial advisors in WORCESTER, Massachusetts or claim this profile if it's yours.

Browse WORCESTER AdvisorsAre you this advisor? Claim profile
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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at NEW HARBOR FINANCIAL GROUP, LLC

Christine Marie Drisco
WORCESTER, MA
John Llodra
WORCESTER, MA

More Advisors in WORCESTER, Massachusetts

Adam Anthony Waitkevich
COPPERTREE?, LLC·WORCESTER, MA
Andrea Lynne Lucey
CARR FINANCIAL GROUP CORPORATION·WORCESTER, MA
CFPChFC
Gary Hyman Sherr
CARL P. SHERR & CO., LLC·WORCESTER, MA
Sarah G Berry
THE BERRY GROUP, LLC·WORCESTER, MA
Carl Paul Sherr
CARL P. SHERR & CO., LLC·WORCESTER, MA
Richard John Litchfield
OPUS INVESTMENT MANAGEMENT, INC.·WORCESTER, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile