Adam John Bergeron

Employer firm

The Harbor Group, Inc. CRD 105637

$2.00B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → 04/2022
  Cornerstone Financial Planning, Llc
  Portsmouth, NH
• 02/2019 → 03/2020
  Panorama Wealth Strategies
  Exeter, NH
• 01/2019 → 02/2019
  Sig Sauer
  Newington, NH
• 10/2018 → 01/2019
  Iron Empire
  Dover, NH
• 01/2018 → 10/2018
  G4S
  Denver, CO
• 09/2017 → 01/2018
  Brand Iron
  Denver, CO
• 05/2015 → 08/2017
  Strafford Police Department
  Strafford, NH
• 04/2022 → Present
  The Harbor Group, Inc.
  Bedford, NH

Previous Registrations

• 2021-06-30 → 2022-04-04
  Cornerstone Financial Planning, Llc
  Portsmouth, NH

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-30

Designations

• Certified Financial Planner