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MD

Michael P. Doyle

THE HARBOR GROUP
Bedford, NH 03110
Some features on this profile are disabled
CRD#: 4583471
MD

Professional summary

Michael P. Doyle, CFP®, who also goes by Michael P Doyle, is a registered financial advisor currently at THE HARBOR GROUP, INC. located in Bedford, New Hampshire.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10, Series 9 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael P Doyle

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael P. Doyle's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

April 5, 2022 - Present

THE HARBOR GROUP, INC.

Office #1: 331 South River Road, Bedford, NH 03110
RIA
CRD#: 105637
Bedford, NH
Past

July 13, 2018 - March 1, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

June 16, 2008 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MERRIMACK, NH
Past

January 9, 2008 - February 28, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH
Past

June 2, 2006 - December 11, 2007

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
MERRIMACK, NH
Past

October 10, 2002 - June 2, 2006

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TH
THE HARBOR GROUP, INC.
HARBOR GROUP INC | THE HARBOR GROUP, INC.

CRD#: 105637 / SEC#: 801-22924

RIA
Registered Investment Advisory firm - (12/14/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Hampshire
(4/5/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/15/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/12/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/9/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/10/2014
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/7/2013
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 26
Date: 9/15/2006
Investment Company Products/Variable Contracts Principal Examination

Current Firm

TH
THE HARBOR GROUP, INC.
HARBOR GROUP INC | THE HARBOR GROUP, INC.

CRD#: 105637 / SEC#: 801-22924

RIA
Registered Investment Advisory firm - (12/14/1984 Approved)
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Contact information

Main Address
331 South River Road, Bedford, NH 03110
Mailing Address
Phone number
(603) 668-0634
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE HARBOR GROUP PART 2A (3/7/2025)

Regulatory assets under management

Total Number of Accounts3,608
AUM (Assets Under Management)$ 1,734,378,971

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/25/2025
Cover Page
Report
10/22/2024
Cover Page
Report
12/11/2023
Cover Page
Report
01/03/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE HARBOR GROUP, INC.

CRD#: 105637Bedford, NH 03110

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