George Zaharopoulos

MEASURED WEALTH PRIVATE CLIENT GROUP

Portsmouth, NH 03801

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CRD#: 4721155

Professional summary

George Zaharopoulos, CFP®, who also goes by George J Zaharopoulos, is a registered financial advisor currently at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC located in Portsmouth, New Hampshire.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. George has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George J Zaharopoulos

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.

I AM A LICENSED INSURANCE AGENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Zaharopoulos'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

Experience

Current

January 31, 2024 - Present

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Office #1: 303 Islington Street, Portsmouth, NH 03801

RIA

CRD#: 170442

Portsmouth, NH

Past

January 22, 2021 - January 26, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PORTSMOUTH, NH

Past

January 22, 2021 - January 26, 2024

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PORTSMOUTH, NH

Past

October 6, 2017 - November 9, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PORTSMOUTH, NH

Past

October 4, 2017 - November 9, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PORTSMOUTH, NH

Past

March 30, 2016 - August 16, 2017

MML DISTRIBUTORS, LLC

CRD#: 38030

BOSTON, MA

Past

August 18, 2015 - January 27, 2016

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

HAVERHILL, MA

Past

August 17, 2015 - January 27, 2016

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Methuen, MA

Past

November 3, 2014 - July 13, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FRAMINGHAM, MA

Past

November 3, 2014 - July 13, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FRAMINGHAM, MA

Past

January 10, 2008 - September 11, 2014

GLOBAL PORTFOLIO STRATEGIES, INC.

RIA

CRD#: 105812

HARTFORD, CT

Past

January 9, 2008 - September 11, 2014

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

HARTFORD, CT

Past

March 16, 2004 - October 29, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

CHICOPEE, MA

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".

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH

CRD#: 170442 / SEC#: 801-80056

RIA

Registered Investment Advisory firm - (7/18/2014 Approved)

Maine

Registered Investment Advisory firm - (8/11/2014 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/1/2014 Terminated)

New Hampshire

Registered Investment Advisory firm - (9/4/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(2/7/2024)

IAR

New Hampshire
(1/31/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/3/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/13/2004

General Securities Representative Examination

Current Firm

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH

CRD#: 170442 / SEC#: 801-80056

RIA

Registered Investment Advisory firm - (7/18/2014 Approved)

Maine

Registered Investment Advisory firm - (8/11/2014 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/1/2014 Terminated)

New Hampshire

Registered Investment Advisory firm - (9/4/2014 Terminated)

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Contact information

Main Address

303 Islington Street, Portsmouth, NH 03801

Mailing Address

Phone number

(603) 431-1444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A - APPENDIX 1: WRAP FEE BROCHURE (3/27/2025)

FORM ADV PART 2A - FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,305
AUM (Assets Under Management)	$ 463,984,110

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.

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George Zaharopoulos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Zaharopoulos's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MML DISTRIBUTORS, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

GLOBAL PORTFOLIO STRATEGIES, INC.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/3/2004

SIE

Date: 10/1/2018

Series 7

Date: 3/13/2004

Current Firm

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

TRUST BUT VERIFY

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