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George Zaharopoulos

Measured Wealth Private Client Group, LLC

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About George Zaharopoulos

George Zaharopoulos is a financial advisor with Measured Wealth Private Client Group, LLC. George has been in the financial services industry since 2004. George's previous experience includes positions at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and HD Vest Investment Services. George is a Certified Financial Planner® and holds the Series 7 and Series 66 securities licenses. George specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and small businesses.

Firm Information

George Zaharopoulos is currently registered with Measured Wealth Private Client Group, LLC. Measured Wealth Private Client Group, LLC is a financial advisor headquartered in Portsmouth, New Hampshire. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage approximately $408 million in assets for 1,313 clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. They also offer a wrap fee program.
Measured Wealth Private Client Group, LLC

303 ISLINGTON STREET

PORTSMOUTH, NH 03801

$408.12M

Assets Under Management

10

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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George Zaharopoulos’s Registration & Firm History

NH

03/01/2024 - Present

Measured Wealth Private Client Group, LLC (PORTSMOUTH NH)

NH

01/22/2021 - 01/26/2024

WELLS FARGO CLEARING SERVICES, LLC (PORTSMOUTH NH)

NH

10/04/2017 - 11/09/2020

WELLS FARGO CLEARING SERVICES, LLC (PORTSMOUTH NH)

MA

03/30/2016 - 08/16/2017

MML DISTRIBUTORS, LLC (BOSTON MA)

MA

08/17/2015 - 01/27/2016

HD VEST INVESTMENT SERVICES (Methuen MA)

MA

11/03/2014 - 07/13/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRAMINGHAM MA)

CT

01/09/2008 - 09/11/2014

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)

MA

03/16/2004 - 10/29/2007

AXA ADVISORS, LLC (CHICOPEE MA)

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Licenses & Designations

BOTH

Issued 05/03/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Zaharopoulos.
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