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Misha Britt Schryer

Bull Harbor Capital LLC

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About Misha Britt Schryer

Misha Britt Schryer is a financial advisor with Bull Harbor Capital LLC in Lakewood, Colorado. Misha has been in the industry since 1994, and has a broad range of experience in financial planning, portfolio management, and insurance brokerage. Misha holds the Series 7, Series 63, and Series 66 licenses.

Firm Information

Misha Schryer 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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Misha Schryer’s Registration & Firm History

CO

01/06/2025 - Present

Bull Harbor Capital LLC (Lakewood CO)

CO

05/11/2015 - 09/12/2018

PARK AVENUE SECURITIES LLC (GREENWOOD VILLAGE CO)

NA

08/26/1994 - 02/07/1995

EDWARD D. JONES & CO., L.P.

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Licenses & Designations

BOTH

Issued 06/12/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Misha Britt Schryer.
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