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John Christopher Llodra

New Harbor Financial Group, LLC

Worcester, MA

CRD 4675045

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Employer firm

New Harbor Financial Group, LLC CRD 155528

$821M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
New Harbor Financial Group, Llc

146 Main Street Suite 302, Worcester, MA 01608 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-02-10
MA RA APPROVED 2011-01-06
  • TX RA
    APPROVED
    Since 2011-02-10
  • MA RA
    APPROVED
    Since 2011-01-06

Branch Locations

146 Main Street Suite 302, Worcester, MA 01608 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New Harbor Financial Group, Llc Worcester MA 01/2005 Present
Previous Registrations
Other Businesses

1. LLODRA FAMILY GIFT TRUST. 82 SMITH STREET GROTON, MA 01450. INVESTMENT RELATED. FAMILY GIFT TRUST. CO-TRUSTEE. 1 HR/MTH. INVESTMENT MANAGEMENT OF THE TRUST. 2. NEW HARBOR ACQUISITION PARTNERS, LLC D/B/A MAD RIVER ASSOCIATES. 146 MAIN STREET, STE 302 WORCESTER, MA 01608. INVESTMENT RELATED. BUSINESS ACQUISITION FIRM. INDEPENDENT CONSULTANT AS FORMER OWNER. 4/2026. LESS THAN 1% OF TIME SPENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-26
  • S66 Uniform Combined State Law Examination
    2003-09-26
Designations
  • Certified Financial Planner
Other Names
  • John Llodra
  • John C Llodra

View on SEC IAPD

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