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Kathlyn Marie Scheel

New Harbor Financial Group, LLC

Worcester, MA

CRD 4933616

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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
MA RA APPROVED 2022-10-17
  • MA RA
    APPROVED
    Since 2022-10-17

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
Commonwealth Financial Network Waltham MA 03/2005 09/2016
Baystate Financial Southhboro MA 01/2019 08/2022
Unemployed Marlboro MA 10/2016 12/2018
New Harbor Financial Group, Llc Worcester MA 08/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-07
  • S66 Uniform Combined State Law Examination
    2008-01-07
Other Names
  • Kathlyn M Ormsbee
  • Kathlyn Marie Ormsbee

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

MONIQUE MARIE D'AUTEUIL
JENNIFER AITES GUADIZ
PETER BRUCE LURIER

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · WORCESTER, MA
MORGAN STANLEY · Worcester, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WORCESTER, MA

More in Worcester, MA

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