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Michael Robert Preston

NEW Harbor Financial Group, LLC

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About Michael Robert Preston

Michael Robert Preston is a financial advisor with New Harbor Financial Group, LLC. Michael has been in the industry since 1999 and is a Certified Financial Planner. Michael works with individuals, families, and small businesses to develop and implement financial plans. Michael is registered with the states of Massachusetts and Texas. Michael is licensed to provide investment advice in both the state of Massachusetts and Texas.

Firm Information

Michael Preston is currently registered with NEW Harbor Financial Group, LLC. NEW Harbor Financial Group, LLC is a Worcester, MA-based investment advisor with 495,490,078 in regulatory assets under management. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. They have 1,972 total accounts, with 1,828 being discretionary.
NEW Harbor Financial Group, LLC

146 MAIN STREET

WORCESTER, MA 01608

$495.49M

Assets Under Management

Not reported

Total Clients

6

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Michael Preston’s Registration & Firm History

MA

02/10/2011 - Present

NEW Harbor Financial Group, LLC (WORCESTER MA)

MA

01/03/2011 - 12/31/2017

PURSHE KAPLAN STERLING INVESTMENTS (LEOMINSTER MA)

MA

01/14/2005 - 12/31/2010

COMMONWEALTH FINANCIAL NETWORK (LEOMINSTER MA)

NJ

12/10/1999 - 02/08/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 12/21/1999

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Robert Preston.
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