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Timothy Michael Riley

THE Harbor Group, Inc.

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About Timothy Michael Riley

Timothy Michael Riley is an investment advisor representative with The Harbor Group, Inc. based in Bedford, New Hampshire. Timothy has been in the industry since 1981. Timothy has registrations in New Hampshire and Texas. Timothy has the Series 6, Series 22 and Series 63 licenses and holds the Certified Financial Planner and Chartered Financial Consultant designations. Timothy works with a variety of client types including individuals, high net worth individuals, charitable organizations, and pension plans. Timothy and The Harbor Group, Inc. offer financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

Timothy Riley is currently registered with THE Harbor Group, Inc.. THE Harbor Group, Inc. is an investment advisor registered with the SEC and headquartered in Bedford, NH. They provide financial planning, portfolio management for individuals, and selection of other advisors. The firm has 7 investment advisor representatives and manages approximately $1.5 billion in assets for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
THE Harbor Group, Inc.

331 SOUTH RIVER ROAD

BEDFORD, NH 03110

$1.53B

Assets Under Management

Not reported

Total Clients

8

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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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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Timothy Riley’s Registration & Firm History

NH

04/24/2006 - Present

THE Harbor Group, Inc. (BEDFORD NH)

NA

02/13/1986 - 12/31/1992

INTERNATIONAL MONEY MANAGEMENT GROUP, INC.

NA

03/11/1982 - 04/25/1985

NEL EQUITY SERVICES CORPORATION

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Licenses & Designations

BC

Issued 06/14/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/28/1983

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 01/04/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Michael Riley.
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