John Llodra has been Managing Member of New Harbor Financial Group since January 2005, is a control person of the firm and directly owns between 25% and 50% of it. John Llodra holds a Bachelor of Science in Operations Research & Engineering from Cornell University.
New Harbor Financial Group, LLC is a Worcester, MA firm with $821M under management, 1,019 clients and 6 advisers in one office, as of its July 2026 filing.
John C. Llodra is Partner of New Harbor Financial Group and a founding principal of the firm. Before forming New Harbor, he worked as a Financial Advisor with UBS Financial Services. Over the first decade of his career he held hands-on and senior roles at companies including UBS Investment Bank, Enron, Navigant Consulting, and Stone & Webster Management Consultants.
John Llodra’s longest registration is the current one, 15 years at New Harbor Financial Group since 2011. Before joining New Harbor Financial Group in 2011, John Llodra was registered through Commonwealth Financial Network.
- – present · 15 yearsWorcester, MA · Adviser representative · Firm CRD 155528
- Commonwealth Financial Network– · 5 yearsLeominster, MA · Adviser representative · Firm CRD 8032
Professional designations
Listed by New Harbor Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
John Llodra is registered as an investment adviser representative in 2 states. The first approvals date from January 2011; the most recent is Texas, in February 2011.
- MassachusettsSince 6 January 2011
- TexasSince 10 February 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 26 September 2003 |
| Series 7 | General Securities Representative Examination | 8 September 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Christopher Llodra
- CRD
- 4675045
- Firm
- New Harbor Financial Group · CRD 155528
- Role
- Managing Member
- Office
- 146 MAIN STREET, SUITE 302, Worcester, MA 01608
- Registration
- Investment adviser registration
- In the industry since
- January 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- newharborfinancial.com
Where does John Llodra work?
John Llodra has been Managing Member of New Harbor Financial Group, LLC since January 2005, and is a control person of the firm.
Is John Llodra a financial advisor?
Yes. John Llodra has a current investment-adviser registration in Massachusetts and Texas, through New Harbor Financial Group since January 2011.
How many years of experience does John Llodra have?
John Llodra has 21 years in the financial industry, since January 2005, across 2 adviser firms.
What exams has John Llodra passed?
John Llodra has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2003.
Where did John Llodra work before New Harbor Financial Group?
Before New Harbor Financial Group, John Llodra was registered through Commonwealth Financial Network, January 2005 to December 2010.
Where is John Llodra based?
John Llodra’s registered office is in Worcester, MA.
Is John Llodra registered with FINRA?
No. John Llodra has no current broker registration.
Is John Llodra a CFP?
New Harbor Financial Group lists John Llodra with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: John C. Llodra, CFP® biography, newharborfinancial.com
How can I verify John Llodra’s record?
Search CRD 4675045 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Llodra’s full registration record.
