Michael Haber, financial advisor Boston MA
90 score

Michael Haber

CRD Number: 6268861
Current Firm: The Colony Group, LLC

Michael Haber (CRD# 6268861) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry. Michael Haber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Colony Group, LLC Boston, MA Oct 2013 - Current 3
Prosper Advisors LLC Armonk, NY Nov 2010 - Sep 2013 2
Newman Greenberg, LP New York, NY Mar 2009 - Oct 2010 1
Unemployed New York, NY Nov 2008 - Feb 2009 < 1
Nixon Peabody, LLP New York, NY May 2007 - Oct 2008 1
Paul Weiss LLP New York, NY Sep 2005 - Apr 2007 1

Michael Haber has no recent exams reported.
Contact Info for Michael A. Haber
Phone Number: 617-723-8200
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    4,863
    MILLIONS
  • Total Number of Accounts
    6,766
    ACCOUNTS
  • Average Account Value
    $718,705
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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