Michael Robert Preston
Investment adviser representative at New Harbor Financial Group, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$820.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- New Harbor Financial Group, LLCJan 2005 to now
- Purshe Kaplan Sterling InvestmentsJan 2011 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
New Harbor Financial Group, LLC
$820.9MAssets managed
1,019Clients
5Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4050238
- Firm CRD
- 155528