Dillon
Szmala
Bull Harbor Capital LLC
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About this Advisor
Dillon Szmala is a financial advisor based in Bellport, New York, working with Bull Harbor Capital LLC. Dillon has previously held positions at Patchogue-Medford High School, Shoprite, Jts On The Bay, Suny Geneseo, Wealth Advisory Group LLC, Suffolk County Community College, Guardian Life Insurance Company, Park Avenue Securities, and Bull Harbor Capital, LLC. Dillon has passed the Series 66 regulatory exam and is registered to provide services in Connecticut, Maryland, Nevada, and New York. Currently, Dillon is part of Bull Harbor Capital LLC, which operates out of Bellport, New York. The firm has 1 office and 21 employees. The firm manages assets totaling $173.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Bull Harbor Capital LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bull Harbor Capital LLC Brokerage Details
$173,912,114
21
876
$198,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Dillon Szmala Work History
Bull Harbor Capital, LLC
Wealth Advisory Group LLC
Guardian Life Insurance Company
Park Avenue Securities
Jts On The Bay
Suny Geneseo
Suffolk County Community College
Shoprite
Patchogue-Medford High School
Disclosures
Please visit the SEC profile of Dillon Szmala to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bull Harbor Capital LLC
Bethesda, MD
Fairfield, CT
Simpsonville, SC
Bentonville, AR
Copiague, NY
Bellport, NY
Bethesda, MD
Bothell, WA
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