Danay
Radovic

Bull Harbor Capital LLC

CRD#7028286
Investment Advisor
in Simpsonville, SC

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About this Advisor

Danay Radovic is a financial advisor based in Simpsonville, South Carolina, working with Bull Harbor Capital LLC. Danay has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Shore Rejuvenation Day Spa, Tilly Tech, Inc, Nexus Consulting Group, Inc, Kiawah Island Inn Company, LLC, Find Great People, Mau Workforce Solutions, Curran Financial Partners, LLC, Curran Financial Partners, Bull Harbor Capital LLC, and Homemaker. Danay has passed the Series 66 regulatory exam and is registered to provide services in Maryland and South Carolina. Currently, Danay is part of Bull Harbor Capital LLC, which operates out of Simpsonville, South Carolina. 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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Simpsonville, SC

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Bull Harbor Capital LLC Brokerage Details

Total Assets Under Management

$173,912,114

SC Average: $6,889,882,315
Total Number of Employees

21

SC Average: 45
Total Number of Accounts

876

SC Average: 765
Average Account Size

$198,530

SC Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Danay Radovic Work History

2023 - Present (1 year)

Bull Harbor Capital LLC

2023 - 2023 (< 1 year)

Homemaker

2022 - 2023 (1 year)

Curran Financial Partners, LLC

2022 - 2023 (1 year)

Curran Financial Partners

2018 - 2022 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2022 (4 years)

Bank Of America N.A

2018 - 2018 (< 1 year)

Shore Rejuvenation Day Spa

2017 - 2018 (1 year)

Tilly Tech, Inc

2015 - 2015 (< 1 year)

Kiawah Island Inn Company, LLC

2015 - 2015 (< 1 year)

Find Great People

2014 - 2014 (< 1 year)

Mau Workforce Solutions

2013 - 2018 (5 years)

Nexus Consulting Group, Inc

Disclosures

Please visit the SEC profile of Danay Radovic 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

Christopher Tormey
Fairfield, CT
Nicholas Winters
Bethesda, MD
Danay Radovic
Simpsonville, SC
Chad Mcmains
Bentonville, AR
Cosmo Laurino
Copiague, NY
Paige Smith Ducey
Bethesda, MD
Dillon Szmala
Bellport, NY
Mie Field
Bothell, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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