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Dillon Szmala

Bull Harbor Capital LLC

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About Dillon Szmala

Dillon Szmala is an Investment Advisor Representative with Bull Harbor Capital LLC. Dillon is a registered investment advisor in Connecticut, Maryland, Nevada and New York. Dillon holds the Series 7TO, SIE, and Series 66 licenses. Dillon's previous experience includes working for Park Avenue Securities LLC. Dillon is actively involved in the financial services industry and has been working in the industry for a period of time. Dillon is an active member of the investment community and provides a wide range of financial services to his clients. Dillon is committed to helping his clients achieve their financial goals.

Firm Information

Dillon Szmala 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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Dillon Szmala’s Registration & Firm History

NY

07/20/2023 - Present

Bull Harbor Capital LLC (Bellport NY)

NY

12/12/2019 - 07/17/2023

PARK AVENUE SECURITIES LLC (MELVILLE NY)

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Licenses & Designations

BOTH

Issued 01/10/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/21/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dillon Szmala.
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