Daniel Robert Zibinskas
Investment adviser representative at Harbor Advisory Corporation
15 yearsExperience
2 statesRegistered in
CFADesignation
$480.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Harbor Advisory CorporationNov 2020 to now
- Beaumont Financial Partners, LLCOct 2011 to Nov 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Harbor Advisory Corporation
$480.9MAssets managed
144Clients
3Advisers
53 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2283495
- Firm CRD
- 105151