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Daniel A Salazar

Bull Harbor Capital LLC

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About Daniel A Salazar

Daniel Salazar is an investment advisor representative associated with Bull Harbor Capital LLC. Daniel has over 12 years of experience in the securities industry and is registered in Maryland and New York. Daniel is a Series 66, Series 63 and Series 7 licensed professional. In addition to the current registration with Bull Harbor Capital LLC, Daniel has prior registration with PARK AVENUE SECURITIES LLC. Daniel specializes in financial planning, pension consulting and portfolio management for individuals and businesses.

Firm Information

Daniel Salazar is currently registered with Bull Harbor Capital LLC. Bull Harbor Capital LLC is an investment advisor registered with the SEC and located in Bethesda, Maryland. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. They manage approximately $173,912,114 in regulatory assets under management. Their services are focused on providing customized investment solutions tailored to meet the specific needs of their clients.
Bull Harbor Capital LLC

7101 WISCONSIN AVENUE, SUITE 1202

BETHESDA, MD 20814

$173.91M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Salazar’s Registration & Firm History

NY

08/02/2023 - Present

Bull Harbor Capital LLC (Medford NY)

NY

11/18/2009 - 08/01/2023

PARK AVENUE SECURITIES LLC (MELVILLE NY)

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Licenses & Designations

BOTH

Issued 11/13/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel A Salazar.
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