JM
Joshua Massa
THE HARBOR GROUP
Bedford, NH 03110
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CRD#: 7948813
JM
Professional summary
Joshua Massa is a registered financial advisor currently at THE HARBOR GROUP, INC. located in Bedford, New Hampshire.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Joshua has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Massa's 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®
NoneExperience
Current
July 11, 2024 - Present
THE HARBOR GROUP, INC.
Office #1: 331 South River Road, Bedford, NH 03110RIA
CRD#: 105637
Bedford, NH
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(7/11/2024)
Exams
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,608 |
| AUM (Assets Under Management) | $ 1,734,378,971 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2025 | ||
| 10/22/2024 | ||
| 12/11/2023 | ||
| 01/03/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
