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Misha Britt Schryer

Investment adviser representative at Bull Harbor Capital LLC.
13 yearsExperience
2 statesRegistered in
$354.8MFirm assets
3 yearsFirm in business

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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
  • Pension consulting

Experience

13 years in the industry.

  1. Bull Harbor Capital, LLCAug 2023 to now
  2. Headway Financial Solutions, LLCAug 2018 to now
  3. Park Avenue Securities LLCMar 2015 to Aug 2018
  4. Wealth Strategies GroupMay 2013 to Aug 2018
  5. Guardian Life Insurance CoApr 2013 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (CO, MD).

Bull Harbor Capital LLC.

$354.8MAssets managed
426Clients
27Advisers
3 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
2482400
Firm CRD
324995
Advisor's SEC record (opens in a new tab)
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